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 | $14,967 | $76,738-80.5% | $56,411-73.5% | $145,922-89.7% |
| Participation rate | 18.2% | 63.2%-45.0pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 34.11% | 2994.23%-2960.1pp | 1701.33%-1667.2pp | 561.29%-527.2pp |
| Employer contribution / active EE | $367 | $1,380-73.4% | $1,039-64.7% | $4,660-92.1% |
| Participant deferral / active EE | $1,717 | $2,623-34.5% | $1,952-12.0% | $6,688-74.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |