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 | $14,833 | $99,020-85.0% | $86,590-82.9% | $147,584-89.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 24.44% | 1312.34%-1287.9pp | 964.84%-940.4pp | 578.55%-554.1pp |
| Employer contribution / active EE | $993 | $3,132-68.3% | $2,839-65.0% | $4,876-79.6% |
| Participant deferral / active EE | $1,686 | $3,972-57.6% | $3,609-53.3% | $5,439-69.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |