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 | $35,876 | $70,606-49.2% | $53,898-33.4% | $142,382-74.8% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 16.44% | 619.81%-603.4pp | 528.60%-512.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $887 | $1,202-26.2% | $932-4.8% | $4,299-79.4% |
| Participant deferral / active EE | $1,068 | $2,364-54.8% | $1,826-41.5% | $6,507-83.6% |
| Admin fee / account holder | $249 | $2,852-91.3% | $2,491-90.0% | $12,624-98.0% |