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 | $31,356 | $109,327-71.3% | $89,391-64.9% | $158,922-80.3% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.0%-68.0pp | 82.0%-82.0pp |
| Annual return | 14.39% | 345.68%-331.3pp | 245.62%-231.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,638 | $3,170+14.8% | $2,586+40.7% | $4,761-23.6% |
| Participant deferral / active EE | $1,774 | $4,598-61.4% | $3,890-54.4% | $5,982-70.3% |
| Admin fee / account holder | $148 | $6,153-97.6% | $4,881-97.0% | $11,246-98.7% |