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 3-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 | $20,034 | $169,032-88.1% | $129,207-84.5% | $145,922-86.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 14.64% | 14330.11%-14315.5pp | 9417.33%-9402.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $581 | $5,537-89.5% | $4,153-86.0% | $4,660-87.5% |
| Participant deferral / active EE | $979 | $4,987-80.4% | $4,168-76.5% | $6,688-85.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |