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 | $12,130 | $81,625-85.1% | $58,482-79.3% | $139,434-91.3% |
| Participation rate | 8.3% | 61.3%-53.0pp | 50.9%-42.5pp | 80.3%-72.0pp |
| Annual return | 67.52% | 7404.20%-7336.7pp | 4239.32%-4171.8pp | 372.94%-305.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $777 | $2,557-69.6% | $1,924-59.6% | $6,710-88.4% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |