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 | $28,251 | $93,571-69.8% | $135,903-79.2% | $75,163-62.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 31.98% | 30.90%+1.1pp | 68.23%-36.2pp | 160.62%-128.6pp |
| Employer contribution / active EE | $1,355 | $3,537-61.7% | $4,856-72.1% | $2,670-49.2% |
| Participant deferral / active EE | $3,667 | $6,404-42.7% | $7,758-52.7% | $4,125-11.1% |
| Admin fee / account holder | $33 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |