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 | $8,182 | $88,751-90.8% | $81,812-90.0% | $145,922-94.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.3%-8.7pp | 80.3%-16.6pp |
| Annual return | 13.95% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $578 | $3,083-81.3% | $2,912-80.1% | $4,660-87.6% |
| Participant deferral / active EE | $867 | $4,643-81.3% | $4,319-79.9% | $6,688-87.0% |
| Admin fee / account holder | $11 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |