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 | $49,915-53.4% | $154,803-85.0% | $74,304-68.7% |
| Participation rate | 31.3% | 54.0%-22.6pp | 78.1%-46.7pp | 60.3%-29.0pp |
| Annual return | 25.24% | 34.06%-8.8pp | 58.88%-33.6pp | 29.43%-4.2pp |
| Employer contribution / active EE | $533 | $1,611-66.9% | $4,305-87.6% | $2,241-76.2% |
| Participant deferral / active EE | $1,560 | $2,255-30.8% | $5,540-71.8% | $3,767-58.6% |
| Admin fee / account holder | $160 | $2,189-92.7% | $14,329-98.9% | $2,969-94.6% |