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 | $5,770 | $72,400-92.0% | $67,502-91.5% | $145,922-96.0% |
| Participation rate | 34.8% | 76.9%-42.1pp | 72.9%-38.1pp | 80.3%-45.5pp |
| Annual return | 15.92% | 7182.46%-7166.5pp | 3512.12%-3496.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $625 | $3,069-79.6% | $2,731-77.1% | $4,660-86.6% |
| Participant deferral / active EE | $1,690 | $4,783-64.7% | $4,000-57.8% | $6,688-74.7% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |