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 | $8,269 | $68,097-87.9% | $62,929-86.9% | $137,256-94.0% |
| Participation rate | 17.6% | 77.4%-59.8pp | 73.1%-55.5pp | 80.0%-62.3pp |
| Annual return | 25.55% | 1859.11%-1833.6pp | 1063.93%-1038.4pp | 220.34%-194.8pp |
| Employer contribution / active EE | $478 | $2,811-83.0% | $2,505-80.9% | $4,156-88.5% |
| Participant deferral / active EE | $812 | $4,553-82.2% | $3,888-79.1% | $6,407-87.3% |
| Admin fee / account holder | $44 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |