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 | $26,739 | $159,901-83.3% | $146,958-81.8% | $145,922-81.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 30.46% | 98.13%-67.7pp | 418.34%-387.9pp | 561.29%-530.8pp |
| Employer contribution / active EE | $1,146 | $5,286-78.3% | $4,933-76.8% | $4,660-75.4% |
| Participant deferral / active EE | $5,122 | $8,428-39.2% | $8,070-36.5% | $6,688-23.4% |
| Admin fee / account holder | $33 | $15,044-99.8% | $12,998-99.7% | $13,397-99.8% |