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 | $15,070 | $99,020-84.8% | $86,590-82.6% | $147,584-89.8% |
| Participation rate | 60.9% | 76.3%-15.5pp | 73.5%-12.7pp | 82.8%-22.0pp |
| Annual return | 21.21% | 1312.34%-1291.1pp | 964.84%-943.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $857 | $3,132-72.7% | $2,839-69.8% | $4,876-82.4% |
| Participant deferral / active EE | $2,041 | $3,972-48.6% | $3,609-43.4% | $5,439-62.5% |
| Admin fee / account holder | $34 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |