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 | $59,606 | $126,574-52.9% | $106,213-43.9% | $145,922-59.2% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.7pp |
| Annual return | 14.17% | 224.79%-210.6pp | 116.14%-102.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,986 | $3,730-46.8% | $3,171-37.4% | $4,660-57.4% |
| Participant deferral / active EE | $2,981 | $5,724-47.9% | $5,016-40.6% | $6,688-55.4% |
| Admin fee / account holder | $17 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |