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 | $18,957 | $102,604-81.5% | $86,188-78.0% | $139,434-86.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 14.82% | 1922.51%-1907.7pp | 1168.45%-1153.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $630 | $3,032-79.2% | $2,380-73.5% | $4,751-86.7% |
| Participant deferral / active EE | $2,699 | $4,676-42.3% | $3,985-32.3% | $6,710-59.8% |
| Admin fee / account holder | $118 | $8,657-98.6% | $6,852-98.3% | $11,403-99.0% |