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 | $8,245 | $49,922-83.5% | $80,569-89.8% | $75,163-89.0% |
| Participation rate | 0.0% | 55.3%-55.3pp | 67.0%-67.0pp | 67.2%-67.2pp |
| Annual return | 239.50% | 34.69%+204.8pp | 935.43%-695.9pp | 160.62%+78.9pp |
| Employer contribution / active EE | $5,072 | $1,698+198.7% | $2,723+86.2% | $2,670+90.0% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $27 | $3,577-99.3% | $5,377-99.5% | $5,651-99.5% |