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 | $17,515 | $99,020-82.3% | $86,590-79.8% | $147,584-88.1% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 27.51% | 1312.34%-1284.8pp | 964.84%-937.3pp | 578.55%-551.0pp |
| Employer contribution / active EE | $417 | $3,132-86.7% | $2,839-85.3% | $4,876-91.5% |
| Participant deferral / active EE | $2,442 | $3,972-38.5% | $3,609-32.3% | $5,439-55.1% |
| Admin fee / account holder | $17 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |