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 5-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 | $12,969 | $96,305-86.5% | $80,569-83.9% | $139,434-90.7% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 31.81% | 1350.08%-1318.3pp | 935.43%-903.6pp | 372.94%-341.1pp |
| Employer contribution / active EE | $1,037 | $3,262-68.2% | $2,723-61.9% | $4,751-78.2% |
| Participant deferral / active EE | $1,886 | $5,232-63.9% | $4,447-57.6% | $6,710-71.9% |
| Admin fee / account holder | $121 | $6,599-98.2% | $5,377-97.8% | $11,403-98.9% |