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 | $14,553 | $99,020-85.3% | $86,590-83.2% | $147,584-90.1% |
| Participation rate | 58.8% | 76.3%-17.5pp | 73.5%-14.7pp | 82.8%-24.0pp |
| Annual return | 27.30% | 1312.34%-1285.0pp | 964.84%-937.5pp | 578.55%-551.2pp |
| Employer contribution / active EE | $546 | $3,132-82.6% | $2,839-80.8% | $4,876-88.8% |
| Participant deferral / active EE | $607 | $3,972-84.7% | $3,609-83.2% | $5,439-88.8% |
| Admin fee / account holder | $45 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |