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 8-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 | $23,427 | $107,334-78.2% | $92,893-74.8% | $152,861-84.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 339.86% | 145.58%+194.3pp | 109.41%+230.4pp | 345.32%-5.5pp |
| Employer contribution / active EE | $2,219 | $4,221-47.4% | $3,653-39.3% | $4,762-53.4% |
| Participant deferral / active EE | $5,052 | $4,845+4.3% | $4,236+19.3% | $5,850-13.6% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |