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 | $21,080 | $202,432-89.6% | $169,368-87.6% | $139,434-84.9% |
| Participation rate | 35.3% | 81.1%-45.8pp | 77.1%-41.9pp | 80.3%-45.0pp |
| Annual return | 23.11% | 531.74%-508.6pp | 405.60%-382.5pp | 372.94%-349.8pp |
| Employer contribution / active EE | $641 | $4,692-86.3% | $4,013-84.0% | $4,751-86.5% |
| Participant deferral / active EE | $1,999 | $6,938-71.2% | $6,221-67.9% | $6,710-70.2% |
| Admin fee / account holder | $13 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |