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 5-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 | $20,774 | $30,400-31.7% | $53,898-61.5% | $84,808-75.5% |
| Participation rate | 26.5% | 46.4%-20.0pp | 55.0%-28.5pp | 68.3%-41.8pp |
| Annual return | 22.31% | 500.19%-477.9pp | 528.60%-506.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $349 | $603-42.1% | $932-62.6% | $2,631-86.7% |
| Participant deferral / active EE | $416 | $1,199-65.3% | $1,826-77.2% | $4,212-90.1% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |