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 3-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 | $13,474 | $34,934-61.4% | $56,411-76.1% | $74,495-81.9% |
| Participation rate | 44.5% | 32.8%+11.7pp | 52.5%-7.9pp | 67.2%-22.7pp |
| Annual return | 33.74% | 25.94%+7.8pp | 1701.33%-1667.6pp | 1364.94%-1331.2pp |
| Employer contribution / active EE | $430 | $609-29.4% | $1,039-58.6% | $2,623-83.6% |
| Participant deferral / active EE | $658 | $1,170-43.7% | $1,952-66.3% | $4,346-84.8% |
| Admin fee / account holder | $230 | $2,364-90.3% | $2,829-91.9% | $1,942-88.1% |