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 | $23,502 | $88,751-73.5% | $81,812-71.3% | $145,922-83.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 12.24% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $713 | $3,083-76.9% | $2,912-75.5% | $4,660-84.7% |
| Participant deferral / active EE | $1,111 | $4,643-76.1% | $4,319-74.3% | $6,688-83.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |