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 | $36,809 | $70,606-47.9% | $53,898-31.7% | $142,382-74.1% |
| Participation rate | 36.4% | 63.7%-27.3pp | 55.0%-18.6pp | 80.1%-43.8pp |
| Annual return | 14.81% | 619.81%-605.0pp | 528.60%-513.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $136 | $1,202-88.7% | $932-85.4% | $4,299-96.8% |
| Participant deferral / active EE | $1,542 | $2,364-34.8% | $1,826-15.6% | $6,507-76.3% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |