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 | $41,688 | $71,829-42.0% | $69,780-40.3% | $142,382-70.7% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.3%-12.6pp | 80.1%-13.5pp |
| Annual return | 21.78% | 31.01%-9.2pp | 26.31%-4.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,343 | $4,385-46.6% | $4,168-43.8% | $4,299-45.5% |
| Participant deferral / active EE | $11,919 | $6,819+74.8% | $6,164+93.4% | $6,507+83.2% |
| Admin fee / account holder | $272 | $7,818-96.5% | $7,285-96.3% | $12,624-97.8% |