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 | $21,106 | $81,625-74.1% | $58,482-63.9% | $139,434-84.9% |
| Participation rate | 29.4% | 61.3%-31.9pp | 50.9%-21.4pp | 80.3%-50.9pp |
| Annual return | 20.96% | 7404.20%-7383.2pp | 4239.32%-4218.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $764 | $1,398-45.4% | $1,053-27.5% | $4,751-83.9% |
| Participant deferral / active EE | $1,532 | $2,557-40.1% | $1,924-20.4% | $6,710-77.2% |
| Admin fee / account holder | $198 | $3,265-93.9% | $2,516-92.1% | $11,403-98.3% |