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 | $25,385 | $111,754-77.3% | $103,333-75.4% | $145,922-82.6% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 15.36% | 24.77%-9.4pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,204 | $4,212-71.4% | $3,868-68.9% | $4,660-74.2% |
| Participant deferral / active EE | $2,368 | $5,619-57.9% | $5,057-53.2% | $6,688-64.6% |
| Admin fee / account holder | $88 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |