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 | $18,768 | $149,040-87.4% | $120,225-84.4% | $137,256-86.3% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 22.30% | 605.68%-583.4pp | 439.23%-416.9pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,395 | $4,350-67.9% | $3,475-59.9% | $4,156-66.4% |
| Participant deferral / active EE | $2,983 | $4,655-35.9% | $3,999-25.4% | $6,407-53.4% |
| Admin fee / account holder | $239 | $6,348-96.2% | $5,696-95.8% | $12,270-98.1% |