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 9-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 | $5,330 | $149,040-96.4% | $120,225-95.6% | $137,256-96.1% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 23.46% | 605.68%-582.2pp | 439.23%-415.8pp | 220.34%-196.9pp |
| Employer contribution / active EE | $199 | $4,350-95.4% | $3,475-94.3% | $4,156-95.2% |
| Participant deferral / active EE | $1,496 | $4,655-67.9% | $3,999-62.6% | $6,407-76.7% |
| Admin fee / account holder | $22 | $6,348-99.7% | $5,696-99.6% | $12,270-99.8% |