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 8-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 | $20,601 | $65,409-68.5% | $98,442-79.1% | $85,850-76.0% |
| Participation rate | 41.1% | 65.0%-23.9pp | 73.3%-32.3pp | 69.3%-28.2pp |
| Annual return | 46.54% | 21.76%+24.8pp | 1492.73%-1446.2pp | 318.53%-272.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,631 | $3,166-48.5% | $4,276-61.9% | $3,952-58.7% |
| Admin fee / account holder | $108 | $4,593-97.7% | $5,949-98.2% | $6,260-98.3% |