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 | $49,951 | $106,515-53.1% | $96,683-48.3% | $139,434-64.2% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 43.59% | 38.43%+5.2pp | 35.69%+7.9pp | 372.94%-329.3pp |
| Employer contribution / active EE | $3,448 | $4,103-16.0% | $3,737-7.7% | $4,751-27.4% |
| Participant deferral / active EE | $6,309 | $5,454+15.7% | $4,878+29.3% | $6,710-6.0% |
| Admin fee / account holder | $158 | $7,877-98.0% | $6,730-97.6% | $11,403-98.6% |