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 | $15,715 | $72,400-78.3% | $67,502-76.7% | $145,922-89.2% |
| Participation rate | 52.2% | 76.9%-24.7pp | 72.9%-20.7pp | 80.3%-28.1pp |
| Annual return | 18.88% | 7182.46%-7163.6pp | 3512.12%-3493.2pp | 561.29%-542.4pp |
| Employer contribution / active EE | $792 | $3,069-74.2% | $2,731-71.0% | $4,660-83.0% |
| Participant deferral / active EE | $1,935 | $4,783-59.5% | $4,000-51.6% | $6,688-71.1% |
| Admin fee / account holder | $108 | $5,539-98.1% | $3,998-97.3% | $13,397-99.2% |