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 7-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 | $20,159 | $27,915-27.8% | $58,482-65.5% | $75,163-73.2% |
| Participation rate | 6.3% | 38.8%-32.6pp | 50.9%-44.6pp | 67.2%-60.9pp |
| Annual return | 27.15% | 44.20%-17.0pp | 4239.32%-4212.2pp | 160.62%-133.5pp |
| Employer contribution / active EE | $266 | $669-60.3% | $1,053-74.8% | $2,670-90.0% |
| Participant deferral / active EE | $291 | $1,201-75.8% | $1,924-84.9% | $4,125-92.9% |
| Admin fee / account holder | $2 | $1,726-99.9% | $2,516-99.9% | $5,651-100.0% |