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 | $30,903 | $76,738-59.7% | $56,411-45.2% | $145,922-78.8% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.0pp | 80.3%-35.8pp |
| Annual return | 11.72% | 2994.23%-2982.5pp | 1701.33%-1689.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $643 | $1,380-53.4% | $1,039-38.1% | $4,660-86.2% |
| Participant deferral / active EE | $2,287 | $2,623-12.8% | $1,952+17.2% | $6,688-65.8% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |