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 | $9,744 | $76,785-87.3% | $56,441-82.7% | $145,959-93.3% |
| Participation rate | 21.7% | 63.2%-41.5pp | 52.5%-30.8pp | 80.3%-58.5pp |
| Annual return | 13.08% | 3000.51%-2987.4pp | 1704.21%-1691.1pp | 561.95%-548.9pp |
| Employer contribution / active EE | $332 | $1,381-76.0% | $1,039-68.1% | $4,661-92.9% |
| Participant deferral / active EE | $755 | $2,624-71.2% | $1,953-61.3% | $6,689-88.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |