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 | $12,818 | $70,606-81.8% | $53,898-76.2% | $142,382-91.0% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | 43.34% | 619.81%-576.5pp | 528.60%-485.3pp | 217.08%-173.7pp |
| Employer contribution / active EE | $1,748 | $1,202+45.4% | $932+87.6% | $4,299-59.3% |
| Participant deferral / active EE | $5,348 | $2,364+126.2% | $1,826+192.8% | $6,507-17.8% |
| Admin fee / account holder | $104 | $2,852-96.4% | $2,491-95.8% | $12,624-99.2% |