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 | $145,669 | $99,020+47.1% | $86,590+68.2% | $147,584-1.3% |
| Participation rate | 36.4% | 76.3%-40.0pp | 73.5%-37.2pp | 82.8%-46.5pp |
| Annual return | 12.09% | 1312.34%-1300.2pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $424 | $3,132-86.5% | $2,839-85.1% | $4,876-91.3% |
| Participant deferral / active EE | $483 | $3,972-87.8% | $3,609-86.6% | $5,439-91.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |