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 | $13,660 | $114,047-88.0% | $96,139-85.8% | $167,490-91.8% |
| Participation rate | 57.9% | 75.1%-17.2pp | 68.4%-10.6pp | 82.1%-24.2pp |
| Annual return | 18.23% | 189.88%-171.6pp | 191.94%-173.7pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,743 | $3,427-49.1% | $2,797-37.7% | $4,837-64.0% |
| Participant deferral / active EE | $4,662 | $5,194-10.2% | $4,349+7.2% | $6,341-26.5% |
| Admin fee / account holder | $125 | $6,897-98.2% | $5,537-97.7% | $12,309-99.0% |