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 | $15,105 | $158,398-90.5% | $126,539-88.1% | $142,382-89.4% |
| Participation rate | 33.3% | 75.8%-42.5pp | 69.8%-36.5pp | 80.1%-46.8pp |
| Annual return | 19.59% | 593.76%-574.2pp | 425.95%-406.4pp | 217.08%-197.5pp |
| Employer contribution / active EE | $338 | $4,650-92.7% | $3,674-90.8% | $4,299-92.1% |
| Participant deferral / active EE | $489 | $4,767-89.7% | $4,083-88.0% | $6,507-92.5% |
| Admin fee / account holder | $168 | $6,918-97.6% | $6,065-97.2% | $12,624-98.7% |