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 | $9,058 | $29,660-69.5% | $56,411-83.9% | $80,856-88.8% |
| Participation rate | 32.4% | 41.6%-9.3pp | 52.5%-20.1pp | 67.6%-35.3pp |
| Annual return | 183.96% | 35.23%+148.7pp | 1701.33%-1517.4pp | 35.59%+148.4pp |
| Employer contribution / active EE | $405 | $669-39.5% | $1,039-61.0% | $2,755-85.3% |
| Participant deferral / active EE | $1,098 | $1,226-10.4% | $1,952-43.7% | $4,296-74.4% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |