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 | $18,925 | $210,648-91.0% | $177,989-89.4% | $145,922-87.0% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 19.52% | 385.86%-366.3pp | 294.48%-275.0pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,274 | $4,565-50.2% | $3,949-42.4% | $4,660-51.2% |
| Participant deferral / active EE | $2,733 | $6,958-60.7% | $6,276-56.4% | $6,688-59.1% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |