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 | $12,737 | $96,635-86.8% | $86,612-85.3% | $139,434-90.9% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 16.03% | 106.41%-90.4pp | 591.07%-575.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $654 | $3,263-80.0% | $3,022-78.4% | $4,751-86.2% |
| Participant deferral / active EE | $1,936 | $4,836-60.0% | $4,438-56.4% | $6,710-71.2% |
| Admin fee / account holder | $25 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |