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 | $31,620 | $150,187-78.9% | $120,354-73.7% | $145,922-78.3% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 23.10% | 154.07%-131.0pp | 107.15%-84.1pp | 561.29%-538.2pp |
| Employer contribution / active EE | $1,400 | $4,348-67.8% | $3,463-59.6% | $4,660-70.0% |
| Participant deferral / active EE | $2,600 | $6,173-57.9% | $4,991-47.9% | $6,688-61.1% |
| Admin fee / account holder | $21 | $12,207-99.8% | $9,423-99.8% | $13,397-99.8% |