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 | $9,927 | $88,751-88.8% | $81,812-87.9% | $145,922-93.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.3%-29.5pp | 80.3%-37.4pp |
| Annual return | 54.03% | 1025.40%-971.4pp | 773.79%-719.8pp | 561.29%-507.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,324 | $4,643-49.9% | $4,319-46.2% | $6,688-65.2% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |