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 | $8,451 | $76,738-89.0% | $56,411-85.0% | $145,922-94.2% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.4pp | 80.3%-61.2pp |
| Annual return | 22.37% | 2994.23%-2971.9pp | 1701.33%-1679.0pp | 561.29%-538.9pp |
| Employer contribution / active EE | $495 | $1,380-64.2% | $1,039-52.4% | $4,660-89.4% |
| Participant deferral / active EE | $550 | $2,623-79.0% | $1,952-71.8% | $6,688-91.8% |
| Admin fee / account holder | $56 | $3,334-98.3% | $2,829-98.0% | $13,397-99.6% |