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 6-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 | $28,221 | $29,051-2.9% | $52,425-46.2% | $67,986-58.5% |
| Participation rate | 0.9% | 30.4%-29.6pp | 55.6%-54.7pp | 57.2%-56.3pp |
| Annual return | 16.86% | 24.00%-7.1pp | 302.12%-285.3pp | 31.67%-14.8pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $873-100.0% | $1,790-100.0% | $3,358-100.0% |
| Admin fee / account holder | $116 | $2,113-94.5% | $2,495-95.4% | $3,203-96.4% |