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 | $8,327 | $96,305-91.4% | $80,569-89.7% | $139,434-94.0% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 27.79% | 1350.08%-1322.3pp | 935.43%-907.6pp | 372.94%-345.1pp |
| Employer contribution / active EE | $876 | $3,262-73.1% | $2,723-67.8% | $4,751-81.6% |
| Participant deferral / active EE | $1,626 | $5,232-68.9% | $4,447-63.4% | $6,710-75.8% |
| Admin fee / account holder | $22 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |