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 | $24,411 | $70,606-65.4% | $53,898-54.7% | $142,382-82.9% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 22.88% | 619.81%-596.9pp | 528.60%-505.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $212 | $1,202-82.4% | $932-77.3% | $4,299-95.1% |
| Participant deferral / active EE | $512 | $2,364-78.4% | $1,826-72.0% | $6,507-92.1% |
| Admin fee / account holder | $196 | $2,852-93.1% | $2,491-92.1% | $12,624-98.5% |