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 4-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 | $12,290 | $77,899-84.2% | $149,673-91.8% | $75,163-83.6% |
| Participation rate | 20.6% | 65.6%-45.0pp | 78.8%-58.2pp | 67.2%-46.6pp |
| Annual return | 26.38% | 31.72%-5.3pp | 134.42%-108.0pp | 160.62%-134.2pp |
| Employer contribution / active EE | $535 | $3,137-83.0% | $4,818-88.9% | $2,670-80.0% |
| Participant deferral / active EE | $1,965 | $3,411-42.4% | $5,680-65.4% | $4,125-52.4% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |