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 5-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 | $13,603 | $34,308-60.4% | $74,701-81.8% | $72,985-81.4% |
| Participation rate | 18.5% | 42.4%-23.9pp | 54.5%-35.9pp | 69.5%-51.0pp |
| Annual return | 49.04% | 26.58%+22.5pp | 752.92%-703.9pp | 81.00%-32.0pp |
| Employer contribution / active EE | $341 | $692-50.6% | $1,084-68.5% | $2,440-86.0% |
| Participant deferral / active EE | $1,512 | $1,271+19.0% | $1,964-23.0% | $3,607-58.1% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |