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 | $9,052 | $70,756-87.2% | $65,493-86.2% | $142,382-93.6% |
| Participation rate | 28.6% | 77.4%-48.8pp | 73.1%-44.5pp | 80.1%-51.5pp |
| Annual return | 17.81% | 1754.89%-1737.1pp | 982.45%-964.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $707 | $2,881-75.5% | $2,574-72.5% | $4,299-83.6% |
| Participant deferral / active EE | $1,440 | $4,637-69.0% | $3,961-63.6% | $6,507-77.9% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |