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 3-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 | $29,358 | $88,751-66.9% | $81,812-64.1% | $145,922-79.9% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.3%-9.2pp | 80.3%-17.1pp |
| Annual return | 20.00% | 1025.40%-1005.4pp | 773.79%-753.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,483 | $3,083-19.5% | $2,912-14.7% | $4,660-46.7% |
| Participant deferral / active EE | $4,984 | $4,643+7.3% | $4,319+15.4% | $6,688-25.5% |
| Admin fee / account holder | $133 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |