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 | $19,797 | $72,400-72.7% | $67,502-70.7% | $145,922-86.4% |
| Participation rate | 61.5% | 76.9%-15.3pp | 72.9%-11.3pp | 80.3%-18.7pp |
| Annual return | 14.49% | 7182.46%-7168.0pp | 3512.12%-3497.6pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,501 | $3,069-51.1% | $2,731-45.0% | $4,660-67.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |