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 | $12,435 | $27,915-55.5% | $58,482-78.7% | $75,163-83.5% |
| Participation rate | 36.2% | 38.8%-2.7pp | 50.9%-14.7pp | 67.2%-31.0pp |
| Annual return | 29.11% | 44.20%-15.1pp | 4239.32%-4210.2pp | 160.62%-131.5pp |
| Employer contribution / active EE | $670 | $669+0.1% | $1,053-36.4% | $2,670-74.9% |
| Participant deferral / active EE | $1,971 | $1,201+64.1% | $1,924+2.5% | $4,125-52.2% |
| Admin fee / account holder | $21 | $1,726-98.8% | $2,516-99.2% | $5,651-99.6% |