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 | $19,644 | $88,751-77.9% | $81,812-76.0% | $145,922-86.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 15.42% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $681 | $3,083-77.9% | $2,912-76.6% | $4,660-85.4% |
| Participant deferral / active EE | $2,476 | $4,643-46.7% | $4,319-42.7% | $6,688-63.0% |
| Admin fee / account holder | $179 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |