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 6-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 | $28,639 | $156,846-81.7% | $121,098-76.4% | $139,434-79.5% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 13.44% | 1474.56%-1461.1pp | 985.75%-972.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,200 | $5,536-78.3% | $4,164-71.2% | $4,751-74.7% |
| Participant deferral / active EE | $1,200 | $4,844-75.2% | $4,080-70.6% | $6,710-82.1% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |