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 10-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 | $24,269 | $99,020-75.5% | $86,590-72.0% | $147,584-83.6% |
| Participation rate | 31.3% | 76.3%-45.1pp | 73.5%-42.3pp | 82.8%-51.6pp |
| Annual return | 25.78% | 1312.34%-1286.6pp | 964.84%-939.1pp | 578.55%-552.8pp |
| Employer contribution / active EE | $1,297 | $3,132-58.6% | $2,839-54.3% | $4,876-73.4% |
| Participant deferral / active EE | $5,834 | $3,972+46.9% | $3,609+61.7% | $5,439+7.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |