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 | $30,930 | $175,202-82.3% | $149,673-79.3% | $139,434-77.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 27.89% | 166.71%-138.8pp | 134.42%-106.5pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,851 | $5,474-47.9% | $4,818-40.8% | $4,751-40.0% |
| Participant deferral / active EE | $2,925 | $6,519-55.1% | $5,680-48.5% | $6,710-56.4% |
| Admin fee / account holder | $84 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |