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 6-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 | $12,987 | $96,635-86.6% | $86,612-85.0% | $139,434-90.7% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 20.64% | 106.41%-85.8pp | 591.07%-570.4pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,051 | $3,263-67.8% | $3,022-65.2% | $4,751-77.9% |
| Participant deferral / active EE | $1,051 | $4,836-78.3% | $4,438-76.3% | $6,710-84.3% |
| Admin fee / account holder | $183 | $6,408-97.1% | $5,614-96.7% | $11,403-98.4% |