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 | $14,235 | $53,127-73.2% | $86,590-83.6% | $70,131-79.7% |
| Participation rate | 25.0% | 65.3%-40.3pp | 73.5%-48.5pp | 69.5%-44.5pp |
| Annual return | 21.23% | 27.66%-6.4pp | 964.84%-943.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $477 | $2,068-76.9% | $2,839-83.2% | $2,342-79.6% |
| Participant deferral / active EE | $1,399 | $2,696-48.1% | $3,609-61.2% | $3,332-58.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |