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 | $40,415 | $72,396-44.2% | $67,511-40.1% | $145,959-72.3% |
| Participation rate | 4.5% | 76.9%-72.3pp | 72.9%-68.3pp | 80.3%-75.7pp |
| Annual return | 15.48% | 7194.07%-7178.6pp | 3517.41%-3501.9pp | 561.95%-546.5pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,014 | $4,781-78.8% | $4,000-74.7% | $6,689-84.8% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |