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 | $36,398 | $169,032-78.5% | $129,207-71.8% | $145,922-75.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 10.33% | 14330.11%-14319.8pp | 9417.33%-9407.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,200 | $5,537-78.3% | $4,153-71.1% | $4,660-74.2% |
| Participant deferral / active EE | $1,200 | $4,987-75.9% | $4,168-71.2% | $6,688-82.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |