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 | $23,810 | $48,570-51.0% | $130,648-81.8% | $72,985-67.4% |
| Participation rate | 42.1% | 58.6%-16.5pp | 71.7%-29.6pp | 69.5%-27.4pp |
| Annual return | 31.84% | 38.63%-6.8pp | 1708.96%-1677.1pp | 81.00%-49.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,922 | $2,384+106.5% | $3,603+36.6% | $3,607+36.5% |
| Admin fee / account holder | $69 | $3,549-98.1% | $5,464-98.7% | $5,124-98.7% |