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 9-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 | $26,142 | $108,642-75.9% | $74,701-65.0% | $152,861-82.9% |
| Participation rate | 21.4% | 65.3%-43.9pp | 54.5%-33.0pp | 82.4%-61.0pp |
| Annual return | 67.52% | 114.06%-46.5pp | 752.92%-685.4pp | 345.32%-277.8pp |
| Employer contribution / active EE | $474 | $1,503-68.4% | $1,084-56.2% | $4,762-90.0% |
| Participant deferral / active EE | $1,622 | $2,712-40.2% | $1,964-17.4% | $5,850-72.3% |
| Admin fee / account holder | $236 | $4,902-95.2% | $3,333-92.9% | $11,596-98.0% |