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 | $15,036 | $100,852-85.1% | $90,404-83.4% | $158,922-90.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 7.12% | 1724.20%-1717.1pp | 1293.02%-1285.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,843 | $3,689-22.9% | $3,262-12.8% | $4,761-40.3% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $43 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |