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 | $25,202 | $99,020-74.5% | $86,590-70.9% | $147,584-82.9% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 24.65% | 1312.34%-1287.7pp | 964.84%-940.2pp | 578.55%-553.9pp |
| Employer contribution / active EE | $486 | $3,132-84.5% | $2,839-82.9% | $4,876-90.0% |
| Participant deferral / active EE | $811 | $3,972-79.6% | $3,609-77.5% | $5,439-85.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |