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 | $17,937 | $109,982-83.7% | $97,226-81.6% | $145,922-87.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 13.82% | 242.90%-229.1pp | 75.13%-61.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $646 | $3,084-79.1% | $2,729-76.3% | $4,660-86.1% |
| Participant deferral / active EE | $1,905 | $4,676-59.3% | $4,264-55.3% | $6,688-71.5% |
| Admin fee / account holder | $94 | $6,221-98.5% | $5,654-98.3% | $13,397-99.3% |