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 | $17,307 | $169,032-89.8% | $129,207-86.6% | $145,922-88.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 15.52% | 14330.11%-14314.6pp | 9417.33%-9401.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $647 | $5,537-88.3% | $4,153-84.4% | $4,660-86.1% |
| Participant deferral / active EE | $2,590 | $4,987-48.1% | $4,168-37.9% | $6,688-61.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |