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 4-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 | $16,836 | $68,097-75.3% | $62,929-73.2% | $137,256-87.7% |
| Participation rate | 53.8% | 77.4%-23.6pp | 73.1%-19.3pp | 80.0%-26.1pp |
| Annual return | 27.66% | 1859.11%-1831.5pp | 1063.93%-1036.3pp | 220.34%-192.7pp |
| Employer contribution / active EE | $867 | $2,811-69.2% | $2,505-65.4% | $4,156-79.1% |
| Participant deferral / active EE | $1,826 | $4,553-59.9% | $3,888-53.0% | $6,407-71.5% |
| Admin fee / account holder | $117 | $6,521-98.2% | $5,065-97.7% | $12,270-99.0% |