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 | $5,156 | $81,625-93.7% | $58,482-91.2% | $139,434-96.3% |
| Participation rate | 56.3% | 61.3%-5.1pp | 50.9%+5.4pp | 80.3%-24.1pp |
| Annual return | 17.03% | 7404.20%-7387.2pp | 4239.32%-4222.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $325 | $1,398-76.7% | $1,053-69.1% | $4,751-93.2% |
| Participant deferral / active EE | $339 | $2,557-86.8% | $1,924-82.4% | $6,710-95.0% |
| Admin fee / account holder | $2 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |