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 | $32,662 | $81,248-59.8% | $155,509-79.0% | $80,856-59.6% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 16.24% | 33.31%-17.1pp | 64.67%-48.4pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,938 | $3,100-37.5% | $4,672-58.5% | $2,755-29.7% |
| Participant deferral / active EE | $4,297 | $3,452+24.5% | $5,626-23.6% | $4,2960% |
| Admin fee / account holder | $149 | $7,997-98.1% | $15,912-99.1% | $6,918-97.9% |