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 | $15,635 | $96,305-83.8% | $80,569-80.6% | $139,434-88.8% |
| Participation rate | 22.7% | 73.6%-50.9pp | 67.0%-44.3pp | 80.3%-57.6pp |
| Annual return | 36.83% | 1350.08%-1313.3pp | 935.43%-898.6pp | 372.94%-336.1pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,031 | $5,232-61.2% | $4,447-54.3% | $6,710-69.7% |
| Admin fee / account holder | $52 | $6,599-99.2% | $5,377-99.0% | $11,403-99.5% |