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 8-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 | $20,310 | $96,305-78.9% | $80,569-74.8% | $139,434-85.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 22.46% | 1350.08%-1327.6pp | 935.43%-913.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $522 | $3,262-84.0% | $2,723-80.8% | $4,751-89.0% |
| Participant deferral / active EE | $2,640 | $5,232-49.5% | $4,447-40.6% | $6,710-60.7% |
| Admin fee / account holder | $122 | $6,599-98.1% | $5,377-97.7% | $11,403-98.9% |