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 | $33,377 | $88,751-62.4% | $81,812-59.2% | $145,922-77.1% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.3%-26.2pp | 80.3%-34.1pp |
| Annual return | 15.08% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,622 | $3,083-47.4% | $2,912-44.3% | $4,660-65.2% |
| Participant deferral / active EE | $4,998 | $4,643+7.6% | $4,319+15.7% | $6,688-25.3% |
| Admin fee / account holder | $111 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |