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 4-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 | $7,440 | $96,305-92.3% | $80,569-90.8% | $139,434-94.7% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 31.82% | 1350.08%-1318.3pp | 935.43%-903.6pp | 372.94%-341.1pp |
| Employer contribution / active EE | $928 | $3,262-71.6% | $2,723-65.9% | $4,751-80.5% |
| Participant deferral / active EE | $928 | $5,232-82.3% | $4,447-79.1% | $6,710-86.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |