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 | $20,187 | $29,660-31.9% | $56,411-64.2% | $80,856-75.0% |
| Participation rate | 22.6% | 41.6%-19.1pp | 52.5%-29.9pp | 67.6%-45.1pp |
| Annual return | 26.18% | 35.23%-9.1pp | 1701.33%-1675.2pp | 35.59%-9.4pp |
| Employer contribution / active EE | $437 | $669-34.6% | $1,039-57.9% | $2,755-84.1% |
| Participant deferral / active EE | $1,274 | $1,226+3.9% | $1,952-34.7% | $4,296-70.3% |
| Admin fee / account holder | $215 | $2,428-91.1% | $2,829-92.4% | $6,918-96.9% |