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 | $21,515 | $99,020-78.3% | $86,590-75.2% | $147,584-85.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 18.41% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $940 | $3,132-70.0% | $2,839-66.9% | $4,876-80.7% |
| Participant deferral / active EE | $1,745 | $3,972-56.1% | $3,609-51.6% | $5,439-67.9% |
| Admin fee / account holder | $68 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |