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 | $8,633 | $104,974-91.8% | $95,585-91.0% | $142,382-93.9% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.1%-7.8pp | 80.1%-15.8pp |
| Annual return | 19.82% | 210.33%-190.5pp | 38.56%-18.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $940 | $2,779-66.2% | $2,527-62.8% | $4,299-78.1% |
| Participant deferral / active EE | $1,690 | $4,352-61.2% | $4,023-58.0% | $6,507-74.0% |
| Admin fee / account holder | $27 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |