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 4-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 | $58,235 | $99,020-41.2% | $86,590-32.7% | $147,584-60.5% |
| Participation rate | 14.3% | 76.3%-62.1pp | 73.5%-59.3pp | 82.8%-68.5pp |
| Annual return | 18.96% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $178 | $3,132-94.3% | $2,839-93.7% | $4,876-96.3% |
| Participant deferral / active EE | $657 | $3,972-83.5% | $3,609-81.8% | $5,439-87.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |