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 | $8,523 | $88,751-90.4% | $81,812-89.6% | $145,922-94.2% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.3%-3.1pp | 80.3%-11.0pp |
| Annual return | 36.28% | 1025.40%-989.1pp | 773.79%-737.5pp | 561.29%-525.0pp |
| Employer contribution / active EE | $1,074 | $3,083-65.2% | $2,912-63.1% | $4,660-77.0% |
| Participant deferral / active EE | $1,860 | $4,643-59.9% | $4,319-56.9% | $6,688-72.2% |
| Admin fee / account holder | $23 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |