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 | $20,160 | $81,625-75.3% | $58,482-65.5% | $139,434-85.5% |
| Participation rate | 16.7% | 61.3%-44.7pp | 50.9%-34.2pp | 80.3%-63.7pp |
| Annual return | 23.45% | 7404.20%-7380.7pp | 4239.32%-4215.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $350 | $1,398-75.0% | $1,053-66.8% | $4,751-92.6% |
| Participant deferral / active EE | $1,326 | $2,557-48.1% | $1,924-31.1% | $6,710-80.2% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |