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 | $23,087 | $108,919-78.8% | $100,391-77.0% | $145,922-84.2% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 42.67% | 57.88%-15.2pp | 49.20%-6.5pp | 561.29%-518.6pp |
| Employer contribution / active EE | $2,533 | $4,419-42.7% | $3,942-35.7% | $4,660-45.6% |
| Participant deferral / active EE | $5,453 | $8,445-35.4% | $8,082-32.5% | $6,688-18.5% |
| Admin fee / account holder | $21 | $9,689-99.8% | $7,899-99.7% | $13,397-99.8% |