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 | $21,889 | $76,785-71.5% | $56,441-61.2% | $145,959-85.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 21.15% | 3000.51%-2979.4pp | 1704.21%-1683.1pp | 561.95%-540.8pp |
| Employer contribution / active EE | $564 | $1,381-59.1% | $1,039-45.7% | $4,661-87.9% |
| Participant deferral / active EE | $2,505 | $2,624-4.5% | $1,953+28.3% | $6,689-62.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |