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 | $23,032 | $154,365-85.1% | $130,231-82.3% | $139,434-83.5% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.3%-26.3pp | 80.3%-30.3pp |
| Annual return | 42.88% | 30.34%+12.5pp | 38.77%+4.1pp | 372.94%-330.1pp |
| Employer contribution / active EE | $2,942 | $5,170-43.1% | $4,126-28.7% | $4,751-38.1% |
| Participant deferral / active EE | $3,946 | $8,498-53.6% | $6,799-42.0% | $6,710-41.2% |
| Admin fee / account holder | $67 | $9,214-99.3% | $6,020-98.9% | $11,403-99.4% |