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 | $71,401 | $96,305-25.9% | $80,569-11.4% | $139,434-48.8% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 37.64% | 1350.08%-1312.4pp | 935.43%-897.8pp | 372.94%-335.3pp |
| Employer contribution / active EE | $897 | $3,262-72.5% | $2,723-67.1% | $4,751-81.1% |
| Participant deferral / active EE | $2,801 | $5,232-46.5% | $4,447-37.0% | $6,710-58.3% |
| Admin fee / account holder | $2 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |