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 | $27,165 | $99,020-72.6% | $86,590-68.6% | $147,584-81.6% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 20.81% | 1312.34%-1291.5pp | 964.84%-944.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,266 | $3,132-59.6% | $2,839-55.4% | $4,876-74.0% |
| Participant deferral / active EE | $1,862 | $3,972-53.1% | $3,609-48.4% | $5,439-65.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |