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 6-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 | $12,013 | $109,327-89.0% | $89,391-86.6% | $158,922-92.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 54.28% | 345.68%-291.4pp | 245.62%-191.3pp | 302.83%-248.5pp |
| Employer contribution / active EE | $1,466 | $3,170-53.7% | $2,586-43.3% | $4,761-69.2% |
| Participant deferral / active EE | $2,068 | $4,598-55.0% | $3,890-46.8% | $5,982-65.4% |
| Admin fee / account holder | $48 | $6,153-99.2% | $4,881-99.0% | $11,246-99.6% |