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 | $6,019 | $23,330-74.2% | $64,489-90.7% | $82,448-92.7% |
| Participation rate | 67.7% | 68.3%-0.6pp | 67.7%0pp | 68.1%-0.4pp |
| Annual return | 20.90% | 83.66%-62.8pp | 55.03%-34.1pp | 41.64%-20.7pp |
| Employer contribution / active EE | $797 | $824-3.4% | $1,523-47.7% | $2,551-68.8% |
| Participant deferral / active EE | $1,676 | $1,707-1.9% | $2,778-39.7% | $4,139-59.5% |
| Admin fee / account holder | $251 | $2,946-91.5% | $4,260-94.1% | $7,234-96.5% |