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 | $6,315 | $96,305-93.4% | $80,569-92.2% | $139,434-95.5% |
| Participation rate | 53.3% | 73.6%-20.3pp | 67.0%-13.7pp | 80.3%-27.0pp |
| Annual return | 23.50% | 1350.08%-1326.6pp | 935.43%-911.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,628 | $3,262-50.1% | $2,723-40.2% | $4,751-65.7% |
| Participant deferral / active EE | $1,812 | $5,232-65.4% | $4,447-59.3% | $6,710-73.0% |
| Admin fee / account holder | $137 | $6,599-97.9% | $5,377-97.5% | $11,403-98.8% |