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 | $15,140 | $96,305-84.3% | $80,569-81.2% | $139,434-89.1% |
| Participation rate | 45.5% | 73.6%-28.2pp | 67.0%-21.5pp | 80.3%-34.9pp |
| Annual return | 24.78% | 1350.08%-1325.3pp | 935.43%-910.7pp | 372.94%-348.2pp |
| Employer contribution / active EE | $929 | $3,262-71.5% | $2,723-65.9% | $4,751-80.4% |
| Participant deferral / active EE | $1,889 | $5,232-63.9% | $4,447-57.5% | $6,710-71.8% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |