See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,247 | $45,343-48.7% | $150,298-84.5% | $67,986-65.8% |
| Participation rate | 31.3% | 51.9%-20.5pp | 77.8%-46.4pp | 57.2%-25.9pp |
| Annual return | 25.24% | 33.28%-8.0pp | 62.79%-37.5pp | 31.67%-6.4pp |
| Employer contribution / active EE | $533 | $1,462-63.5% | $4,154-87.2% | $2,019-73.6% |
| Participant deferral / active EE | $1,560 | $2,055-24.1% | $5,453-71.4% | $3,358-53.6% |
| Admin fee / account holder | $160 | $2,250-92.9% | $14,116-98.9% | $3,203-95.0% |