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 6-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 | $17,506 | $96,305-81.8% | $80,569-78.3% | $139,434-87.4% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 14.02% | 1350.08%-1336.1pp | 935.43%-921.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $720 | $3,262-77.9% | $2,723-73.6% | $4,751-84.8% |
| Participant deferral / active EE | $1,136 | $5,232-78.3% | $4,447-74.5% | $6,710-83.1% |
| Admin fee / account holder | $166 | $6,599-97.5% | $5,377-96.9% | $11,403-98.5% |