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 5-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 | $26,498 | $95,416-72.2% | $185,823-85.7% | $85,850-69.1% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 1387.63% | 23.59%+1364.0pp | 122.05%+1265.6pp | 318.53%+1069.1pp |
| Employer contribution / active EE | $748 | $3,314-77.4% | $5,167-85.5% | $2,565-70.8% |
| Participant deferral / active EE | $3,295 | $3,423-3.7% | $5,568-40.8% | $3,952-16.6% |
| Admin fee / account holder | $18 | $7,213-99.7% | $16,237-99.9% | $6,260-99.7% |