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 | $28,576 | $175,202-83.7% | $149,673-80.9% | $139,434-79.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 23.86% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,329 | $5,474-75.7% | $4,818-72.4% | $4,751-72.0% |
| Participant deferral / active EE | $5,612 | $6,519-13.9% | $5,680-1.2% | $6,710-16.4% |
| Admin fee / account holder | $87 | $16,150-99.5% | $13,210-99.3% | $11,403-99.2% |