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 | $19,804 | $100,852-80.4% | $90,404-78.1% | $158,922-87.5% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 25.23% | 1724.20%-1699.0pp | 1293.02%-1267.8pp | 302.83%-277.6pp |
| Employer contribution / active EE | $483 | $3,689-86.9% | $3,262-85.2% | $4,761-89.8% |
| Participant deferral / active EE | $1,401 | $4,348-67.8% | $3,963-64.6% | $5,982-76.6% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |