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 | $42,196 | $100,773-58.1% | $88,946-52.6% | $142,382-70.4% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.8%-31.3pp | 80.1%-42.6pp |
| Annual return | 21.02% | 70.18%-49.2pp | 57.82%-36.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,096 | $2,918-28.1% | $2,555-17.9% | $4,299-51.2% |
| Participant deferral / active EE | $2,217 | $5,230-57.6% | $4,581-51.6% | $6,507-65.9% |
| Admin fee / account holder | $284 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |