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 | $14,974 | $99,020-84.9% | $86,590-82.7% | $147,584-89.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 17.39% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,026 | $3,132-67.2% | $2,839-63.9% | $4,876-79.0% |
| Participant deferral / active EE | $1,582 | $3,972-60.2% | $3,609-56.2% | $5,439-70.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |