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 4-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 | $30,670 | $202,432-84.8% | $169,368-81.9% | $139,434-78.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.11% | 531.74%-514.6pp | 405.60%-388.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,133 | $4,692-54.5% | $4,013-46.8% | $4,751-55.1% |
| Participant deferral / active EE | $2,138 | $6,938-69.2% | $6,221-65.6% | $6,710-68.1% |
| Admin fee / account holder | $5 | $10,708-100.0% | $9,003-99.9% | $11,403-100.0% |