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 | $13,511 | $99,020-86.4% | $86,590-84.4% | $147,584-90.8% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 27.46% | 1312.34%-1284.9pp | 964.84%-937.4pp | 578.55%-551.1pp |
| Employer contribution / active EE | $1,368 | $3,132-56.3% | $2,839-51.8% | $4,876-72.0% |
| Participant deferral / active EE | $2,946 | $3,972-25.8% | $3,609-18.4% | $5,439-45.8% |
| Admin fee / account holder | $4 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |