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 | $19,123 | $105,998-82.0% | $92,233-79.3% | $147,584-87.0% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 28.33% | 50.05%-21.7pp | 176.28%-147.9pp | 578.55%-550.2pp |
| Employer contribution / active EE | $1,604 | $4,333-63.0% | $3,679-56.4% | $4,876-67.1% |
| Participant deferral / active EE | $3,885 | $4,478-13.2% | $3,897-0.3% | $5,439-28.6% |
| Admin fee / account holder | $20 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |