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 | $44,950 | $175,202-74.3% | $149,673-70.0% | $139,434-67.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 20.29% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,316 | $5,474-76.0% | $4,818-72.7% | $4,751-72.3% |
| Participant deferral / active EE | $5,129 | $6,519-21.3% | $5,680-9.7% | $6,710-23.6% |
| Admin fee / account holder | $151 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |