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 | $13,309 | $44,850-70.3% | $60,547-78.0% | $59,632-77.7% |
| Participation rate | 52.9% | 59.5%-6.5pp | 68.0%-15.0pp | 68.7%-15.7pp |
| Annual return | 279.65% | 1074.14%-794.5pp | 335.64%-56.0pp | 2041.28%-1761.6pp |
| Employer contribution / active EE | $992 | $1,462-32.1% | $2,419-59.0% | $2,203-54.9% |
| Participant deferral / active EE | $2,110 | $2,230-5.4% | $3,328-36.6% | $3,192-33.9% |
| Admin fee / account holder | $65 | $3,635-98.2% | $4,536-98.6% | $4,297-98.5% |