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 | $56,217 | $111,535-49.6% | $105,223-46.6% | $137,256-59.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 21.83% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,638 | $3,939-58.4% | $3,689-55.6% | $4,156-60.6% |
| Participant deferral / active EE | $4,311 | $5,500-21.6% | $5,072-15.0% | $6,407-32.7% |
| Admin fee / account holder | $260 | $9,721-97.3% | $8,859-97.1% | $12,270-97.9% |