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 | $29,691 | $210,648-85.9% | $177,989-83.3% | $145,922-79.7% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 19.97% | 385.86%-365.9pp | 294.48%-274.5pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,140 | $4,565-75.0% | $3,949-71.1% | $4,660-75.5% |
| Participant deferral / active EE | $1,719 | $6,958-75.3% | $6,276-72.6% | $6,688-74.3% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |