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 3-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 | $34,052 | $118,450-71.3% | $98,439-65.4% | $139,434-75.6% |
| Participation rate | 0.0% | 77.4%-77.4pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 20.41% | 18.94%+1.5pp | 21.16%-0.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,461 | $3,609+23.6% | $3,048+46.4% | $4,751-6.1% |
| Participant deferral / active EE | $13,996 | $5,392+159.6% | $4,738+195.4% | $6,710+108.6% |
| Admin fee / account holder | $8 | $14,026-99.9% | $8,948-99.9% | $11,403-99.9% |