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 | $19,669 | $99,020-80.1% | $86,590-77.3% | $147,584-86.7% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 17.22% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $378 | $3,132-87.9% | $2,839-86.7% | $4,876-92.2% |
| Participant deferral / active EE | $945 | $3,972-76.2% | $3,609-73.8% | $5,439-82.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |