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 | $13,866 | $73,515-81.1% | $62,995-78.0% | $147,584-90.6% |
| Participation rate | 30.4% | 77.9%-47.4pp | 74.8%-44.4pp | 82.8%-52.4pp |
| Annual return | 23.28% | 175.43%-152.1pp | 87.57%-64.3pp | 578.55%-555.3pp |
| Employer contribution / active EE | $582 | $3,320-82.5% | $2,759-78.9% | $4,876-88.1% |
| Participant deferral / active EE | $722 | $4,185-82.7% | $3,329-78.3% | $5,439-86.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |