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 4-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 | $14,986 | $158,398-90.5% | $126,539-88.2% | $142,382-89.5% |
| Participation rate | 64.3% | 75.8%-11.5pp | 69.8%-5.5pp | 80.1%-15.8pp |
| Annual return | 20.46% | 593.76%-573.3pp | 425.95%-405.5pp | 217.08%-196.6pp |
| Employer contribution / active EE | $857 | $4,650-81.6% | $3,674-76.7% | $4,299-80.1% |
| Participant deferral / active EE | $1,625 | $4,767-65.9% | $4,083-60.2% | $6,507-75.0% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |