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 | $7,943 | $72,400-89.0% | $67,502-88.2% | $145,922-94.6% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 23.88% | 7182.46%-7158.6pp | 3512.12%-3488.2pp | 561.29%-537.4pp |
| Employer contribution / active EE | $1,391 | $3,069-54.7% | $2,731-49.0% | $4,660-70.1% |
| Participant deferral / active EE | $1,451 | $4,783-69.7% | $4,000-63.7% | $6,688-78.3% |
| Admin fee / account holder | $11 | $5,539-99.8% | $3,998-99.7% | $13,397-99.9% |