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 | $15,506 | $88,751-82.5% | $81,812-81.0% | $145,922-89.4% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.3%-8.1pp | 80.3%-16.0pp |
| Annual return | 16.02% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,665 | $3,083-46.0% | $2,912-42.8% | $4,660-64.3% |
| Participant deferral / active EE | $1,794 | $4,643-61.4% | $4,319-58.5% | $6,688-73.2% |
| Admin fee / account holder | $192 | $8,415-97.7% | $7,386-97.4% | $13,397-98.6% |