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 | $15,860 | $29,660-46.5% | $56,411-71.9% | $80,856-80.4% |
| Participation rate | 0.0% | 41.6%-41.6pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 17.20% | 35.23%-18.0pp | 1701.33%-1684.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,016 | $669+51.8% | $1,039-2.2% | $2,755-63.1% |
| Participant deferral / active EE | $2,267 | $1,226+84.9% | $1,952+16.1% | $4,296-47.2% |
| Admin fee / account holder | $33 | $2,428-98.6% | $2,829-98.8% | $6,918-99.5% |