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 | $79,000 | $96,305-18.0% | $80,569-1.9% | $139,434-43.3% |
| Participation rate | 38.5% | 73.6%-35.2pp | 67.0%-28.5pp | 80.3%-41.9pp |
| Annual return | 19.22% | 1350.08%-1330.9pp | 935.43%-916.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,194 | $3,262-32.7% | $2,723-19.4% | $4,751-53.8% |
| Participant deferral / active EE | $2,657 | $5,232-49.2% | $4,447-40.2% | $6,710-60.4% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |