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 | $9,760 | $156,846-93.8% | $121,098-91.9% | $139,434-93.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 10.30% | 1474.56%-1464.3pp | 985.75%-975.4pp | 372.94%-362.6pp |
| Employer contribution / active EE | $472 | $5,536-91.5% | $4,164-88.7% | $4,751-90.1% |
| Participant deferral / active EE | $943 | $4,844-80.5% | $4,080-76.9% | $6,710-85.9% |
| Admin fee / account holder | $6 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |