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 | $13,708 | $27,915-50.9% | $58,482-76.6% | $75,163-81.8% |
| Participation rate | 37.9% | 38.8%-0.9pp | 50.9%-12.9pp | 67.2%-29.3pp |
| Annual return | 21.76% | 44.20%-22.4pp | 4239.32%-4217.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $458 | $669-31.6% | $1,053-56.6% | $2,670-82.9% |
| Participant deferral / active EE | $788 | $1,201-34.4% | $1,924-59.0% | $4,125-80.9% |
| Admin fee / account holder | $102 | $1,726-94.1% | $2,516-95.9% | $5,651-98.2% |