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 | $10,172 | $100,852-89.9% | $90,404-88.7% | $158,922-93.6% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 366.10% | 1724.20%-1358.1pp | 1293.02%-926.9pp | 302.83%+63.3pp |
| Employer contribution / active EE | $857 | $3,689-76.8% | $3,262-73.7% | $4,761-82.0% |
| Participant deferral / active EE | $1,922 | $4,348-55.8% | $3,963-51.5% | $5,982-67.9% |
| Admin fee / account holder | $36 | $6,501-99.4% | $5,611-99.4% | $11,246-99.7% |