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 | $19,538 | $49,173-60.3% | $121,098-83.9% | $75,163-74.0% |
| Participation rate | 25.9% | 55.4%-29.5pp | 69.5%-43.6pp | 67.2%-41.3pp |
| Annual return | 30.24% | 55.99%-25.8pp | 985.75%-955.5pp | 160.62%-130.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,352 | $2,628-10.5% | $4,080-42.4% | $4,125-43.0% |
| Admin fee / account holder | $178 | $3,942-95.5% | $5,644-96.8% | $5,651-96.8% |