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 | $41,271 | $183,592-77.5% | $155,567-73.5% | $145,959-71.7% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 25.48% | 61.24%-35.8pp | 64.74%-39.3pp | 561.95%-536.5pp |
| Employer contribution / active EE | $1,774 | $5,315-66.6% | $4,674-62.0% | $4,661-61.9% |
| Participant deferral / active EE | $3,751 | $6,464-42.0% | $5,628-33.3% | $6,689-43.9% |
| Admin fee / account holder | $12 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |