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 | $23,122 | $72,400-68.1% | $67,502-65.7% | $145,922-84.2% |
| Participation rate | 11.1% | 76.9%-65.7pp | 72.9%-61.8pp | 80.3%-69.2pp |
| Annual return | 34.58% | 7182.46%-7147.9pp | 3512.12%-3477.5pp | 561.29%-526.7pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,551 | $4,783-67.6% | $4,000-61.2% | $6,688-76.8% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |