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 | $24,375 | $202,432-88.0% | $169,368-85.6% | $139,434-82.5% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 24.17% | 531.74%-507.6pp | 405.60%-381.4pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,280 | $4,692-72.7% | $4,013-68.1% | $4,751-73.1% |
| Participant deferral / active EE | $1,954 | $6,938-71.8% | $6,221-68.6% | $6,710-70.9% |
| Admin fee / account holder | $27 | $10,708-99.7% | $9,003-99.7% | $11,403-99.8% |