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 | $63,130 | $88,751-28.9% | $81,812-22.8% | $145,922-56.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.3%-8.7pp | 80.3%-16.6pp |
| Annual return | 10.13% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,467 | $3,083-52.4% | $2,912-49.6% | $4,660-68.5% |
| Participant deferral / active EE | $4,291 | $4,643-7.6% | $4,319-0.6% | $6,688-35.8% |
| Admin fee / account holder | $208 | $8,415-97.5% | $7,386-97.2% | $13,397-98.4% |