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 | $19,143 | $202,432-90.5% | $169,368-88.7% | $139,434-86.3% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 57.83% | 531.74%-473.9pp | 405.60%-347.8pp | 372.94%-315.1pp |
| Employer contribution / active EE | $2,429 | $4,692-48.2% | $4,013-39.5% | $4,751-48.9% |
| Participant deferral / active EE | $3,020 | $6,938-56.5% | $6,221-51.5% | $6,710-55.0% |
| Admin fee / account holder | $17 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |