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 | $16,669 | $138,044-87.9% | $125,339-86.7% | $134,475-87.6% |
| Participation rate | 54.2% | 84.5%-30.3pp | 82.4%-28.2pp | 81.2%-27.1pp |
| Annual return | 22.08% | 750.33%-728.2pp | 572.05%-550.0pp | 417.96%-395.9pp |
| Employer contribution / active EE | $1,188 | $5,243-77.3% | $4,814-75.3% | $4,740-74.9% |
| Participant deferral / active EE | $3,357 | $7,799-56.9% | $7,446-54.9% | $6,400-47.5% |
| Admin fee / account holder | $33 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |