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 | $8,246 | $169,032-95.1% | $129,207-93.6% | $145,922-94.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 27.27% | 14330.11%-14302.8pp | 9417.33%-9390.1pp | 561.29%-534.0pp |
| Employer contribution / active EE | $1,013 | $5,537-81.7% | $4,153-75.6% | $4,660-78.3% |
| Participant deferral / active EE | $1,267 | $4,987-74.6% | $4,168-69.6% | $6,688-81.1% |
| Admin fee / account holder | $10 | $9,954-99.9% | $7,715-99.9% | $13,397-99.9% |