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 | $14,360 | $156,846-90.8% | $121,098-88.1% | $139,434-89.7% |
| Participation rate | 13.6% | 76.4%-62.8pp | 69.5%-55.8pp | 80.3%-66.7pp |
| Annual return | 16.46% | 1474.56%-1458.1pp | 985.75%-969.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $208 | $5,536-96.2% | $4,164-95.0% | $4,751-95.6% |
| Participant deferral / active EE | $467 | $4,844-90.4% | $4,080-88.6% | $6,710-93.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |