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 | $31,310-9.9% | $53,898-47.6% | $74,304-62.0% |
| Participation rate | 0.9% | 30.7%-29.8pp | 55.0%-54.1pp | 60.3%-59.5pp |
| Annual return | 16.86% | 23.16%-6.3pp | 528.60%-511.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $934-100.0% | $1,826-100.0% | $3,767-100.0% |
| Admin fee / account holder | $116 | $2,175-94.7% | $2,491-95.3% | $2,969-96.1% |