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 | $28,644 | $217,402-86.8% | $185,823-84.6% | $167,490-82.9% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 36.44% | 148.36%-111.9pp | 122.05%-85.6pp | 478.56%-442.1pp |
| Employer contribution / active EE | $1,403 | $5,873-76.1% | $5,167-72.9% | $4,837-71.0% |
| Participant deferral / active EE | $4,094 | $6,356-35.6% | $5,568-26.5% | $6,341-35.4% |
| Admin fee / account holder | $16 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |