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 | $22,407 | $175,202-87.2% | $149,673-85.0% | $139,434-83.9% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.5pp | 80.3%-15.1pp |
| Annual return | 31.39% | 166.71%-135.3pp | 134.42%-103.0pp | 372.94%-341.5pp |
| Employer contribution / active EE | $2,100 | $5,474-61.6% | $4,818-56.4% | $4,751-55.8% |
| Participant deferral / active EE | $4,958 | $6,519-23.9% | $5,680-12.7% | $6,710-26.1% |
| Admin fee / account holder | $134 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |