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 7-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 | $64,888 | $210,648-69.2% | $177,989-63.5% | $145,922-55.5% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 15.17% | 385.86%-370.7pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,637 | $4,565-64.1% | $3,949-58.5% | $4,660-64.9% |
| Participant deferral / active EE | $5,117 | $6,958-26.5% | $6,276-18.5% | $6,688-23.5% |
| Admin fee / account holder | $10 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |