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 4-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 | $21,301 | $210,648-89.9% | $177,989-88.0% | $145,922-85.4% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 77.52% | 385.86%-308.3pp | 294.48%-217.0pp | 561.29%-483.8pp |
| Employer contribution / active EE | $720 | $4,565-84.2% | $3,949-81.8% | $4,660-84.6% |
| Participant deferral / active EE | $1,873 | $6,958-73.1% | $6,276-70.2% | $6,688-72.0% |
| Admin fee / account holder | $177 | $12,013-98.5% | $10,363-98.3% | $13,397-98.7% |