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 6-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 | $17,843 | $96,305-81.5% | $80,569-77.9% | $139,434-87.2% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 26.70% | 1350.08%-1323.4pp | 935.43%-908.7pp | 372.94%-346.2pp |
| Employer contribution / active EE | $988 | $3,262-69.7% | $2,723-63.7% | $4,751-79.2% |
| Participant deferral / active EE | $2,066 | $5,232-60.5% | $4,447-53.6% | $6,710-69.2% |
| Admin fee / account holder | $106 | $6,599-98.4% | $5,377-98.0% | $11,403-99.1% |