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 7-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 | $9,398 | $100,852-90.7% | $90,404-89.6% | $158,922-94.1% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 53.34% | 1724.20%-1670.9pp | 1293.02%-1239.7pp | 302.83%-249.5pp |
| Employer contribution / active EE | $613 | $3,689-83.4% | $3,262-81.2% | $4,761-87.1% |
| Participant deferral / active EE | $1,227 | $4,348-71.8% | $3,963-69.0% | $5,982-79.5% |
| Admin fee / account holder | $52 | $6,501-99.2% | $5,611-99.1% | $11,246-99.5% |