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 9-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 | $27,506 | $104,486-73.7% | $76,817-64.2% | $152,861-82.0% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.4%-32.4pp |
| Annual return | 22.79% | 1013.37%-990.6pp | 1166.11%-1143.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $998 | $3,116-68.0% | $2,302-56.6% | $4,762-79.0% |
| Participant deferral / active EE | $1,208 | $4,236-71.5% | $3,336-63.8% | $5,850-79.4% |
| Admin fee / account holder | $203 | $12,275-98.4% | $6,420-96.8% | $11,596-98.3% |