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 | $18,456 | $30,400-39.3% | $53,898-65.8% | $84,808-78.2% |
| Participation rate | 30.6% | 46.4%-15.8pp | 55.0%-24.3pp | 68.3%-37.7pp |
| Annual return | 46.60% | 500.19%-453.6pp | 528.60%-482.0pp | 40.90%+5.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,521 | $1,199+26.9% | $1,826-16.7% | $4,212-63.9% |
| Admin fee / account holder | $272 | $1,993-86.4% | $2,491-89.1% | $7,344-96.3% |