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 | $20,625 | $29,660-30.5% | $56,411-63.4% | $80,856-74.5% |
| Participation rate | 3.7% | 41.6%-37.9pp | 52.5%-48.8pp | 67.6%-63.9pp |
| Annual return | 15.47% | 35.23%-19.8pp | 1701.33%-1685.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $100 | $669-85.0% | $1,039-90.3% | $2,755-96.4% |
| Participant deferral / active EE | $606 | $1,226-50.5% | $1,952-68.9% | $4,296-85.9% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |