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 | $17,932 | $69,518-74.2% | $59,878-70.1% | $135,375-86.8% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | 18.46% | 7.94%+10.5pp | 3.46%+15.0pp | 519.73%-501.3pp |
| Employer contribution / active EE | $7,382 | $3,235+128.2% | $2,722+171.2% | $4,779+54.5% |
| Participant deferral / active EE | $4,883 | $4,206+16.1% | $3,402+43.5% | $5,609-12.9% |
| Admin fee / account holder | $5 | $5,734-99.9% | $3,590-99.9% | $10,827-100.0% |