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 | $19,981 | $99,020-79.8% | $86,590-76.9% | $147,584-86.5% |
| Participation rate | 35.7% | 76.3%-40.6pp | 73.5%-37.8pp | 82.8%-47.1pp |
| Annual return | 15.00% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $162 | $3,132-94.8% | $2,839-94.3% | $4,876-96.7% |
| Participant deferral / active EE | $684 | $3,972-82.8% | $3,609-81.0% | $5,439-87.4% |
| Admin fee / account holder | $272 | $5,710-95.2% | $4,906-94.5% | $10,885-97.5% |