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 7-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 | $12,672 | $109,817-88.5% | $98,442-87.1% | $167,490-92.4% |
| Participation rate | 18.8% | 75.8%-57.1pp | 73.3%-54.6pp | 82.1%-63.4pp |
| Annual return | 19.41% | 1956.69%-1937.3pp | 1492.73%-1473.3pp | 478.56%-459.2pp |
| Employer contribution / active EE | $481 | $3,224-85.1% | $2,960-83.8% | $4,837-90.1% |
| Participant deferral / active EE | $1,001 | $4,673-78.6% | $4,276-76.6% | $6,341-84.2% |
| Admin fee / account holder | $150 | $6,753-97.8% | $5,949-97.5% | $12,309-98.8% |