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 | $2,803 | $76,738-96.3% | $56,411-95.0% | $145,922-98.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 14.54% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $269 | $1,380-80.5% | $1,039-74.1% | $4,660-94.2% |
| Participant deferral / active EE | $302 | $2,623-88.5% | $1,952-84.5% | $6,688-95.5% |
| Admin fee / account holder | $4 | $3,334-99.9% | $2,829-99.9% | $13,397-100.0% |