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 | $21,652 | $210,648-89.7% | $177,989-87.8% | $145,922-85.2% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 13.70% | 385.86%-372.2pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $795 | $4,565-82.6% | $3,949-79.9% | $4,660-82.9% |
| Participant deferral / active EE | $1,490 | $6,958-78.6% | $6,276-76.3% | $6,688-77.7% |
| Admin fee / account holder | $224 | $12,013-98.1% | $10,363-97.8% | $13,397-98.3% |