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 | $17,232 | $31,310-45.0% | $53,898-68.0% | $74,304-76.8% |
| Participation rate | 14.6% | 30.7%-16.1pp | 55.0%-40.4pp | 60.3%-45.8pp |
| Annual return | 15.80% | 23.16%-7.4pp | 528.60%-512.8pp | 29.43%-13.6pp |
| Employer contribution / active EE | $274 | $450-39.0% | $932-70.6% | $2,241-87.8% |
| Participant deferral / active EE | $482 | $934-48.4% | $1,826-73.6% | $3,767-87.2% |
| Admin fee / account holder | $247 | $2,175-88.7% | $2,491-90.1% | $2,969-91.7% |