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 8-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 | $15,690 | $27,915-43.8% | $58,482-73.2% | $75,163-79.1% |
| Participation rate | 27.8% | 38.8%-11.1pp | 50.9%-23.1pp | 67.2%-39.4pp |
| Annual return | 20.45% | 44.20%-23.8pp | 4239.32%-4218.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $382 | $1,201-68.2% | $1,924-80.1% | $4,125-90.7% |
| Admin fee / account holder | $246 | $1,726-85.7% | $2,516-90.2% | $5,651-95.6% |