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 | $31,922 | $209,336-84.8% | $197,124-83.8% | $137,256-76.7% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 22.41% | 48.09%-25.7pp | 44.34%-21.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,177 | $6,591-51.8% | $6,227-49.0% | $4,156-23.6% |
| Participant deferral / active EE | $4,065 | $9,614-57.7% | $9,135-55.5% | $6,407-36.5% |
| Admin fee / account holder | $42 | $17,308-99.8% | $16,298-99.7% | $12,270-99.7% |