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 7-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 | $11,291 | $29,319-61.5% | $52,425-78.5% | $82,448-86.3% |
| Participation rate | 21.4% | 46.9%-25.4pp | 55.6%-34.2pp | 68.1%-46.6pp |
| Annual return | 23.34% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $641 | $1,171-45.3% | $1,790-64.2% | $4,139-84.5% |
| Admin fee / account holder | $1 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |