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 | $15,997 | $68,097-76.5% | $62,929-74.6% | $137,256-88.3% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 32.26% | 1859.11%-1826.9pp | 1063.93%-1031.7pp | 220.34%-188.1pp |
| Employer contribution / active EE | $1,004 | $2,811-64.3% | $2,505-59.9% | $4,156-75.9% |
| Participant deferral / active EE | $3,717 | $4,553-18.4% | $3,888-4.4% | $6,407-42.0% |
| Admin fee / account holder | $50 | $6,521-99.2% | $5,065-99.0% | $12,270-99.6% |