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 | $158,398-88.2% | $126,539-85.2% | $142,382-86.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 22.30% | 593.76%-571.5pp | 425.95%-403.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,395 | $4,650-70.0% | $3,674-62.0% | $4,299-67.6% |
| Participant deferral / active EE | $2,983 | $4,767-37.4% | $4,083-26.9% | $6,507-54.2% |
| Admin fee / account holder | $239 | $6,918-96.5% | $6,065-96.1% | $12,624-98.1% |