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 3-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 | $17,814 | $72,396-75.4% | $67,511-73.6% | $145,959-87.8% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.5pp | 80.3%-43.9pp |
| Annual return | 19.40% | 7194.07%-7174.7pp | 3517.41%-3498.0pp | 561.95%-542.6pp |
| Employer contribution / active EE | $1,061 | $3,071-65.5% | $2,733-61.2% | $4,661-77.2% |
| Participant deferral / active EE | $1,061 | $4,781-77.8% | $4,000-73.5% | $6,689-84.1% |
| Admin fee / account holder | $93 | $5,538-98.3% | $3,999-97.7% | $13,398-99.3% |