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 | $18,367 | $106,584-82.8% | $101,326-81.9% | $142,382-87.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 26.70% | 36.93%-10.2pp | 36.82%-10.1pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,500 | $3,956-62.1% | $3,665-59.1% | $4,299-65.1% |
| Participant deferral / active EE | $3,000 | $8,297-63.8% | $7,994-62.5% | $6,507-53.9% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |