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 | $3,489 | $70,606-95.1% | $53,898-93.5% | $142,382-97.5% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 25.93% | 619.81%-593.9pp | 528.60%-502.7pp | 217.08%-191.1pp |
| Employer contribution / active EE | $254 | $1,202-78.9% | $932-72.7% | $4,299-94.1% |
| Participant deferral / active EE | $418 | $2,364-82.3% | $1,826-77.1% | $6,507-93.6% |
| Admin fee / account holder | $19 | $2,852-99.3% | $2,491-99.2% | $12,624-99.9% |