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 7-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 | $12,342 | $76,785-83.9% | $56,441-78.1% | $145,959-91.5% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 11.41% | 3000.51%-2989.1pp | 1704.21%-1692.8pp | 561.95%-550.5pp |
| Employer contribution / active EE | $258 | $1,381-81.3% | $1,039-75.2% | $4,661-94.5% |
| Participant deferral / active EE | $478 | $2,624-81.8% | $1,953-75.5% | $6,689-92.9% |
| Admin fee / account holder | $220 | $3,334-93.4% | $2,829-92.2% | $13,398-98.4% |