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 | $22,758 | $105,998-78.5% | $92,233-75.3% | $147,584-84.6% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 21.37% | 50.05%-28.7pp | 176.28%-154.9pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,779 | $4,333-58.9% | $3,679-51.7% | $4,876-63.5% |
| Participant deferral / active EE | $3,988 | $4,478-10.9% | $3,897+2.3% | $5,439-26.7% |
| Admin fee / account holder | $210 | $6,332-96.7% | $5,194-96.0% | $10,885-98.1% |