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 | $17,224 | $100,852-82.9% | $90,404-80.9% | $158,922-89.2% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.7%-26.0pp | 82.0%-35.3pp |
| Annual return | 18.42% | 1724.20%-1705.8pp | 1293.02%-1274.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $697 | $3,689-81.1% | $3,262-78.6% | $4,761-85.4% |
| Participant deferral / active EE | $1,719 | $4,348-60.5% | $3,963-56.6% | $5,982-71.3% |
| Admin fee / account holder | $138 | $6,501-97.9% | $5,611-97.5% | $11,246-98.8% |