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 | $18,692 | $99,020-81.1% | $86,590-78.4% | $147,584-87.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 21.26% | 1312.34%-1291.1pp | 964.84%-943.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,287 | $3,132-58.9% | $2,839-54.7% | $4,876-73.6% |
| Participant deferral / active EE | $2,205 | $3,972-44.5% | $3,609-38.9% | $5,439-59.5% |
| Admin fee / account holder | $63 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |