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 | $24,093 | $96,635-75.1% | $86,612-72.2% | $139,434-82.7% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 25.99% | 106.41%-80.4pp | 591.07%-565.1pp | 372.94%-346.9pp |
| Employer contribution / active EE | $725 | $3,263-77.8% | $3,022-76.0% | $4,751-84.7% |
| Participant deferral / active EE | $1,690 | $4,836-65.0% | $4,438-61.9% | $6,710-74.8% |
| Admin fee / account holder | $4 | $6,408-99.9% | $5,614-99.9% | $11,403-100.0% |