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 | $15,581 | $67,823-77.0% | $52,425-70.3% | $137,256-88.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 14.99% | 219.11%-204.1pp | 302.12%-287.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $600 | $1,163-48.4% | $914-34.4% | $4,156-85.6% |
| Participant deferral / active EE | $1,013 | $2,288-55.7% | $1,790-43.4% | $6,407-84.2% |
| Admin fee / account holder | $58 | $2,844-98.0% | $2,495-97.7% | $12,270-99.5% |