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 8-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 | $23,435 | $210,648-88.9% | $177,989-86.8% | $145,922-83.9% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 49.93% | 385.86%-335.9pp | 294.48%-244.6pp | 561.29%-511.4pp |
| Employer contribution / active EE | $1,573 | $4,565-65.5% | $3,949-60.2% | $4,660-66.2% |
| Participant deferral / active EE | $3,111 | $6,958-55.3% | $6,276-50.4% | $6,688-53.5% |
| Admin fee / account holder | $19 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |