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 10-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 | $46,747 | $76,738-39.1% | $56,411-17.1% | $145,922-68.0% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 15.82% | 2994.23%-2978.4pp | 1701.33%-1685.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $348 | $1,380-74.8% | $1,039-66.5% | $4,660-92.5% |
| Participant deferral / active EE | $425 | $2,623-83.8% | $1,952-78.2% | $6,688-93.6% |
| Admin fee / account holder | $40 | $3,334-98.8% | $2,829-98.6% | $13,397-99.7% |