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 4-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 | $15,522 | $202,432-92.3% | $169,368-90.8% | $139,434-88.9% |
| Participation rate | 55.6% | 81.1%-25.5pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 51.22% | 531.74%-480.5pp | 405.60%-354.4pp | 372.94%-321.7pp |
| Employer contribution / active EE | $3,478 | $4,692-25.9% | $4,013-13.3% | $4,751-26.8% |
| Participant deferral / active EE | $5,382 | $6,938-22.4% | $6,221-13.5% | $6,710-19.8% |
| Admin fee / account holder | $19 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |