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 | $14,492 | $88,751-83.7% | $81,812-82.3% | $145,922-90.1% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.3%-11.2pp | 80.3%-19.2pp |
| Annual return | 63.52% | 1025.40%-961.9pp | 773.79%-710.3pp | 561.29%-497.8pp |
| Employer contribution / active EE | $996 | $3,083-67.7% | $2,912-65.8% | $4,660-78.6% |
| Participant deferral / active EE | $1,946 | $4,643-58.1% | $4,319-54.9% | $6,688-70.9% |
| Admin fee / account holder | $141 | $8,415-98.3% | $7,386-98.1% | $13,397-98.9% |