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 | $6,328 | $100,773-93.7% | $88,946-92.9% | $142,382-95.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 21.90% | 70.18%-48.3pp | 57.82%-35.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $979 | $2,918-66.4% | $2,555-61.7% | $4,299-77.2% |
| Participant deferral / active EE | $1,127 | $5,230-78.5% | $4,581-75.4% | $6,507-82.7% |
| Admin fee / account holder | $50 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |