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 | $24,730-75.7% | $66,042-90.9% | $84,808-92.9% |
| Participation rate | 67.7% | 68.1%-0.4pp | 67.5%+0.2pp | 68.3%-0.6pp |
| Annual return | 20.90% | 79.55%-58.6pp | 52.11%-31.2pp | 40.90%-20.0pp |
| Employer contribution / active EE | $797 | $857-7.0% | $1,579-49.5% | $2,631-69.7% |
| Participant deferral / active EE | $1,676 | $1,737-3.5% | $2,835-40.9% | $4,212-60.2% |
| Admin fee / account holder | $251 | $3,014-91.7% | $5,747-95.6% | $7,344-96.6% |