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 5-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 | $13,194 | $70,756-81.4% | $65,493-79.9% | $142,382-90.7% |
| Participation rate | 39.1% | 77.4%-38.3pp | 73.1%-34.0pp | 80.1%-41.0pp |
| Annual return | 22.17% | 1754.89%-1732.7pp | 982.45%-960.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $952 | $2,881-67.0% | $2,574-63.0% | $4,299-77.9% |
| Participant deferral / active EE | $952 | $4,637-79.5% | $3,961-76.0% | $6,507-85.4% |
| Admin fee / account holder | $248 | $6,559-96.2% | $5,028-95.1% | $12,624-98.0% |