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 | $16,028 | $49,922-67.9% | $80,569-80.1% | $75,163-78.7% |
| Participation rate | 20.0% | 55.3%-35.3pp | 67.0%-47.0pp | 67.2%-47.2pp |
| Annual return | 108.41% | 34.69%+73.7pp | 935.43%-827.0pp | 160.62%-52.2pp |
| Employer contribution / active EE | $850 | $1,698-49.9% | $2,723-68.8% | $2,670-68.2% |
| Participant deferral / active EE | $2,204 | $2,990-26.3% | $4,447-50.5% | $4,125-46.6% |
| Admin fee / account holder | $52 | $3,577-98.6% | $5,377-99.0% | $5,651-99.1% |