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 6-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 | $17,675 | $100,852-82.5% | $90,404-80.4% | $158,922-88.9% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 22.10% | 1724.20%-1702.1pp | 1293.02%-1270.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $515 | $3,689-86.0% | $3,262-84.2% | $4,761-89.2% |
| Participant deferral / active EE | $1,076 | $4,348-75.2% | $3,963-72.8% | $5,982-82.0% |
| Admin fee / account holder | $69 | $6,501-98.9% | $5,611-98.8% | $11,246-99.4% |