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 | $23,545 | $85,022-72.3% | $70,515-66.6% | $139,434-83.1% |
| Participation rate | 21.7% | 73.9%-52.2pp | 68.3%-46.6pp | 80.3%-58.6pp |
| Annual return | 30.44% | 30.38%+0.1pp | 32.77%-2.3pp | 372.94%-342.5pp |
| Employer contribution / active EE | $524 | $3,909-86.6% | $2,973-82.4% | $4,751-89.0% |
| Participant deferral / active EE | $2,433 | $5,890-58.7% | $4,567-46.7% | $6,710-63.7% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |