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 6-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 | $10,399 | $96,305-89.2% | $80,569-87.1% | $139,434-92.5% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 47.60% | 1350.08%-1302.5pp | 935.43%-887.8pp | 372.94%-325.3pp |
| Employer contribution / active EE | $571 | $3,262-82.5% | $2,723-79.0% | $4,751-88.0% |
| Participant deferral / active EE | $885 | $5,232-83.1% | $4,447-80.1% | $6,710-86.8% |
| Admin fee / account holder | $35 | $6,599-99.5% | $5,377-99.3% | $11,403-99.7% |