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 | $19,054 | $102,604-81.4% | $86,188-77.9% | $139,434-86.3% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.0%-41.7pp | 80.3%-53.0pp |
| Annual return | 17.42% | 1922.51%-1905.1pp | 1168.45%-1151.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,372 | $4,676-49.3% | $3,985-40.5% | $6,710-64.7% |
| Admin fee / account holder | $52 | $8,657-99.4% | $6,852-99.2% | $11,403-99.5% |