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 | $18,478 | $99,020-81.3% | $86,590-78.7% | $147,584-87.5% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 13.05% | 1312.34%-1299.3pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $469 | $3,132-85.0% | $2,839-83.5% | $4,876-90.4% |
| Participant deferral / active EE | $546 | $3,972-86.2% | $3,609-84.9% | $5,439-90.0% |
| Admin fee / account holder | $42 | $5,710-99.3% | $4,906-99.2% | $10,885-99.6% |