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 | $66,500 | $87,013-23.6% | $106,213-37.4% | $80,856-17.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 19.88% | 17.05%+2.8pp | 116.14%-96.3pp | 35.59%-15.7pp |
| Employer contribution / active EE | $3,674 | $2,395+53.4% | $3,171+15.8% | $2,755+33.4% |
| Participant deferral / active EE | $6,802 | $3,986+70.6% | $5,016+35.6% | $4,296+58.3% |
| Admin fee / account holder | $75 | $8,431-99.1% | $11,033-99.3% | $6,918-98.9% |