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 | $28,697 | $177,572-83.8% | $154,803-81.5% | $142,382-79.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 17.36% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,295 | $4,810-73.1% | $4,305-69.9% | $4,299-69.9% |
| Participant deferral / active EE | $4,507 | $6,272-28.1% | $5,540-18.6% | $6,507-30.7% |
| Admin fee / account holder | $260 | $16,786-98.5% | $14,329-98.2% | $12,624-97.9% |