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 7-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 | $25,799 | $175,202-85.3% | $149,673-82.8% | $139,434-81.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 23.96% | 166.71%-142.8pp | 134.42%-110.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,781 | $5,474-67.5% | $4,818-63.0% | $4,751-62.5% |
| Participant deferral / active EE | $2,918 | $6,519-55.2% | $5,680-48.6% | $6,710-56.5% |
| Admin fee / account holder | $129 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |