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 | $14,553 | $99,020-85.3% | $86,590-83.2% | $147,584-90.1% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 17.01% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $846 | $3,132-73.0% | $2,839-70.2% | $4,876-82.7% |
| Participant deferral / active EE | $1,692 | $3,972-57.4% | $3,609-53.1% | $5,439-68.9% |
| Admin fee / account holder | $271 | $5,710-95.3% | $4,906-94.5% | $10,885-97.5% |