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 6-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 | $13,616 | $109,327-87.5% | $89,391-84.8% | $158,922-91.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 30.29% | 345.68%-315.4pp | 245.62%-215.3pp | 302.83%-272.5pp |
| Employer contribution / active EE | $1,486 | $3,170-53.1% | $2,586-42.5% | $4,761-68.8% |
| Participant deferral / active EE | $1,838 | $4,598-60.0% | $3,890-52.7% | $5,982-69.3% |
| Admin fee / account holder | $232 | $6,153-96.2% | $4,881-95.3% | $11,246-97.9% |