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 | $25,114 | $175,202-85.7% | $149,673-83.2% | $139,434-82.0% |
| Participation rate | 35.7% | 83.4%-47.7pp | 78.8%-43.1pp | 80.3%-44.6pp |
| Annual return | 28.96% | 166.71%-137.7pp | 134.42%-105.5pp | 372.94%-344.0pp |
| Employer contribution / active EE | $2,719 | $5,474-50.3% | $4,818-43.6% | $4,751-42.8% |
| Participant deferral / active EE | $5,619 | $6,519-13.8% | $5,680-1.1% | $6,710-16.3% |
| Admin fee / account holder | $150 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |