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 | $24,426 | $133,958-81.8% | $112,228-78.2% | $134,475-81.8% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | 1733.15% | 47.11%+1686.0pp | 27.45%+1705.7pp | 417.96%+1315.2pp |
| Employer contribution / active EE | $1,008 | $4,038-75.0% | $3,635-72.3% | $4,740-78.7% |
| Participant deferral / active EE | $1,699 | $5,291-67.9% | $4,728-64.1% | $6,400-73.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |