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 | $30,696 | $70,606-56.5% | $53,898-43.0% | $142,382-78.4% |
| Participation rate | 18.8% | 63.7%-45.0pp | 55.0%-36.2pp | 80.1%-61.4pp |
| Annual return | 19.91% | 619.81%-599.9pp | 528.60%-508.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $370 | $1,202-69.2% | $932-60.3% | $4,299-91.4% |
| Participant deferral / active EE | $1,156 | $2,364-51.1% | $1,826-36.7% | $6,507-82.2% |
| Admin fee / account holder | $235 | $2,852-91.7% | $2,491-90.6% | $12,624-98.1% |