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 | $23,382 | $138,044-83.1% | $125,339-81.3% | $134,475-82.6% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | 396.53% | 750.33%-353.8pp | 572.05%-175.5pp | 417.96%-21.4pp |
| Employer contribution / active EE | $1,932 | $5,243-63.1% | $4,814-59.9% | $4,740-59.2% |
| Participant deferral / active EE | $4,242 | $7,799-45.6% | $7,446-43.0% | $6,400-33.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |