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 | $14,710 | $109,327-86.5% | $89,391-83.5% | $158,922-90.7% |
| Participation rate | 64.3% | 74.3%-10.0pp | 68.0%-3.7pp | 82.0%-17.7pp |
| Annual return | 20.33% | 345.68%-325.3pp | 245.62%-225.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $786 | $3,170-75.2% | $2,586-69.6% | $4,761-83.5% |
| Participant deferral / active EE | $1,498 | $4,598-67.4% | $3,890-61.5% | $5,982-75.0% |
| Admin fee / account holder | $27 | $6,153-99.6% | $4,881-99.5% | $11,246-99.8% |