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 | $76,738-71.5% | $56,411-61.2% | $145,922-85.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 21.15% | 2994.23%-2973.1pp | 1701.33%-1680.2pp | 561.29%-540.1pp |
| Employer contribution / active EE | $564 | $1,380-59.1% | $1,039-45.7% | $4,660-87.9% |
| Participant deferral / active EE | $2,505 | $2,623-4.5% | $1,952+28.3% | $6,688-62.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |