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 3-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 | $10,386 | $169,032-93.9% | $129,207-92.0% | $145,922-92.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 16.81% | 14330.11%-14313.3pp | 9417.33%-9400.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,790 | $5,537-67.7% | $4,153-56.9% | $4,660-61.6% |
| Participant deferral / active EE | $1,228 | $4,987-75.4% | $4,168-70.5% | $6,688-81.6% |
| Admin fee / account holder | $36 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |