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 | $25,857 | $99,921-74.1% | $85,009-69.6% | $145,959-82.3% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 13.63% | 83.89%-70.3pp | 66.47%-52.8pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,128 | $3,233-65.1% | $2,728-58.6% | $4,661-75.8% |
| Participant deferral / active EE | $2,582 | $5,293-51.2% | $4,522-42.9% | $6,689-61.4% |
| Admin fee / account holder | $200 | $7,252-97.2% | $6,153-96.8% | $13,398-98.5% |