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 | $30,833 | $70,756-56.4% | $65,493-52.9% | $142,382-78.3% |
| Participation rate | 57.1% | 77.4%-20.2pp | 73.1%-16.0pp | 80.1%-23.0pp |
| Annual return | 19.98% | 1754.89%-1734.9pp | 982.45%-962.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,657 | $2,881-42.5% | $2,574-35.6% | $4,299-61.5% |
| Participant deferral / active EE | $2,121 | $4,637-54.3% | $3,961-46.4% | $6,507-67.4% |
| Admin fee / account holder | $195 | $6,559-97.0% | $5,028-96.1% | $12,624-98.5% |