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 7-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 | $46,164 | $96,305-52.1% | $80,569-42.7% | $139,434-66.9% |
| Participation rate | 18.2% | 73.6%-55.4pp | 67.0%-48.8pp | 80.3%-62.1pp |
| Annual return | 19.99% | 1350.08%-1330.1pp | 935.43%-915.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $498 | $3,262-84.7% | $2,723-81.7% | $4,751-89.5% |
| Participant deferral / active EE | $1,429 | $5,232-72.7% | $4,447-67.9% | $6,710-78.7% |
| Admin fee / account holder | $5 | $6,599-99.9% | $5,377-99.9% | $11,403-100.0% |