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 | $70,939 | $183,519-61.3% | $155,509-54.4% | $145,922-51.4% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 26.06% | 61.17%-35.1pp | 64.67%-38.6pp | 561.29%-535.2pp |
| Employer contribution / active EE | $1,799 | $5,313-66.1% | $4,672-61.5% | $4,660-61.4% |
| Participant deferral / active EE | $4,553 | $6,462-29.5% | $5,626-19.1% | $6,688-31.9% |
| Admin fee / account holder | $234 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |