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 | $15,119 | $100,852-85.0% | $90,404-83.3% | $158,922-90.5% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.7%-14.8pp | 82.0%-24.1pp |
| Annual return | 23.34% | 1724.20%-1700.9pp | 1293.02%-1269.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $396 | $3,689-89.3% | $3,262-87.9% | $4,761-91.7% |
| Participant deferral / active EE | $2,274 | $4,348-47.7% | $3,963-42.6% | $5,982-62.0% |
| Admin fee / account holder | $149 | $6,501-97.7% | $5,611-97.3% | $11,246-98.7% |