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 5-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 | $10,658 | $169,032-93.7% | $129,207-91.8% | $145,922-92.7% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 13.36% | 14330.11%-14316.8pp | 9417.33%-9404.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $411 | $5,537-92.6% | $4,153-90.1% | $4,660-91.2% |
| Participant deferral / active EE | $454 | $4,987-90.9% | $4,168-89.1% | $6,688-93.2% |
| Admin fee / account holder | $29 | $9,954-99.7% | $7,715-99.6% | $13,397-99.8% |