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 | $41,391 | $156,846-73.6% | $121,098-65.8% | $139,434-70.3% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 20.20% | 1474.56%-1454.4pp | 985.75%-965.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $817 | $5,536-85.2% | $4,164-80.4% | $4,751-82.8% |
| Participant deferral / active EE | $2,567 | $4,844-47.0% | $4,080-37.1% | $6,710-61.7% |
| Admin fee / account holder | $56 | $6,946-99.2% | $5,644-99.0% | $11,403-99.5% |