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 | $21,723 | $27,915-22.2% | $58,482-62.9% | $75,163-71.1% |
| Participation rate | 7.4% | 38.8%-31.4pp | 50.9%-43.4pp | 67.2%-59.8pp |
| Annual return | 31.42% | 44.20%-12.8pp | 4239.32%-4207.9pp | 160.62%-129.2pp |
| Employer contribution / active EE | $198 | $669-70.4% | $1,053-81.2% | $2,670-92.6% |
| Participant deferral / active EE | $916 | $1,201-23.8% | $1,924-52.4% | $4,125-77.8% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |