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 | $9,160 | $96,305-90.5% | $80,569-88.6% | $139,434-93.4% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 40.65% | 1350.08%-1309.4pp | 935.43%-894.8pp | 372.94%-332.3pp |
| Employer contribution / active EE | $930 | $3,262-71.5% | $2,723-65.8% | $4,751-80.4% |
| Participant deferral / active EE | $2,850 | $5,232-45.5% | $4,447-35.9% | $6,710-57.5% |
| Admin fee / account holder | $62 | $6,599-99.1% | $5,377-98.8% | $11,403-99.5% |