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 | $10,761 | $158,398-93.2% | $126,539-91.5% | $142,382-92.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 27.28% | 593.76%-566.5pp | 425.95%-398.7pp | 217.08%-189.8pp |
| Employer contribution / active EE | $402 | $4,650-91.4% | $3,674-89.1% | $4,299-90.7% |
| Participant deferral / active EE | $1,204 | $4,767-74.7% | $4,083-70.5% | $6,507-81.5% |
| Admin fee / account holder | $21 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |