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 3-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 | $19,965 | $159,934-87.5% | $147,005-86.4% | $145,959-86.3% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.5pp | 80.3%-27.7pp |
| Annual return | 57.60% | 98.24%-40.6pp | 418.76%-361.2pp | 561.95%-504.4pp |
| Employer contribution / active EE | $2,340 | $5,287-55.7% | $4,934-52.6% | $4,661-49.8% |
| Participant deferral / active EE | $6,017 | $8,427-28.6% | $8,070-25.4% | $6,689-10.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |