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 | $23,683 | $111,535-78.8% | $105,223-77.5% | $137,256-82.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 21.32% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,662 | $3,939-57.8% | $3,689-54.9% | $4,156-60.0% |
| Participant deferral / active EE | $3,005 | $5,500-45.4% | $5,072-40.8% | $6,407-53.1% |
| Admin fee / account holder | $244 | $9,721-97.5% | $8,859-97.2% | $12,270-98.0% |