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 8-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 | $10,345 | $109,817-90.6% | $98,442-89.5% | $167,490-93.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 18.36% | 1956.69%-1938.3pp | 1492.73%-1474.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $750 | $3,224-76.7% | $2,960-74.7% | $4,837-84.5% |
| Participant deferral / active EE | $1,120 | $4,673-76.0% | $4,276-73.8% | $6,341-82.3% |
| Admin fee / account holder | $22 | $6,753-99.7% | $5,949-99.6% | $12,309-99.8% |