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 | $31,452 | $118,849-73.5% | $96,562-67.4% | $167,490-81.2% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.8%-69.8pp | 82.1%-82.1pp |
| Annual return | 15.77% | 50.49%-34.7pp | 37.78%-22.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,437 | $3,120-21.9% | $2,356+3.4% | $4,837-49.6% |
| Participant deferral / active EE | $11,611 | $4,616+151.5% | $3,849+201.7% | $6,341+83.1% |
| Admin fee / account holder | $212 | $8,065-97.4% | $6,181-96.6% | $12,309-98.3% |