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 | $19,011 | $70,756-73.1% | $65,493-71.0% | $142,382-86.6% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 28.03% | 1754.89%-1726.9pp | 982.45%-954.4pp | 217.08%-189.0pp |
| Employer contribution / active EE | $630 | $2,881-78.1% | $2,574-75.5% | $4,299-85.3% |
| Participant deferral / active EE | $1,575 | $4,637-66.0% | $3,961-60.2% | $6,507-75.8% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |