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 | $210,698-85.9% | $178,014-83.3% | $145,959-79.7% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 19.97% | 386.27%-366.3pp | 294.80%-274.8pp | 561.95%-542.0pp |
| Employer contribution / active EE | $1,140 | $4,567-75.0% | $3,950-71.1% | $4,661-75.5% |
| Participant deferral / active EE | $1,719 | $6,958-75.3% | $6,276-72.6% | $6,689-74.3% |
| Admin fee / account holder | $20 | $12,016-99.8% | $10,362-99.8% | $13,398-99.9% |