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 10-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 | $7,090 | $32,037-77.9% | $69,182-89.8% | $62,891-88.7% |
| Participation rate | 22.4% | 43.4%-21.0pp | 55.1%-32.7pp | 69.3%-46.9pp |
| Annual return | 1855.83% | 15.16%+1840.7pp | -21.93%+1877.8pp | 20.14%+1835.7pp |
| Employer contribution / active EE | $82 | $679-88.0% | $1,206-93.2% | $2,281-96.4% |
| Participant deferral / active EE | $594 | $1,185-49.9% | $1,897-68.7% | $3,203-81.5% |
| Admin fee / account holder | $151 | $2,608-94.2% | $2,697-94.4% | $4,296-96.5% |