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 | $16,929 | $99,020-82.9% | $86,590-80.4% | $147,584-88.5% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 18.90% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.7pp |
| Employer contribution / active EE | $814 | $3,132-74.0% | $2,839-71.3% | $4,876-83.3% |
| Participant deferral / active EE | $888 | $3,972-77.7% | $3,609-75.4% | $5,439-83.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |