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 4-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 | $20,086 | $96,305-79.1% | $80,569-75.1% | $139,434-85.6% |
| Participation rate | 20.0% | 73.6%-53.6pp | 67.0%-47.0pp | 80.3%-60.3pp |
| Annual return | 75.53% | 1350.08%-1274.6pp | 935.43%-859.9pp | 372.94%-297.4pp |
| Employer contribution / active EE | $666 | $3,262-79.6% | $2,723-75.5% | $4,751-86.0% |
| Participant deferral / active EE | $1,830 | $5,232-65.0% | $4,447-58.9% | $6,710-72.7% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |