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 | $24,159 | $70,606-65.8% | $53,898-55.2% | $142,382-83.0% |
| Participation rate | 37.5% | 63.7%-26.2pp | 55.0%-17.5pp | 80.1%-42.6pp |
| Annual return | 24.16% | 619.81%-595.7pp | 528.60%-504.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $537 | $1,202-55.3% | $932-42.3% | $4,299-87.5% |
| Participant deferral / active EE | $2,507 | $2,364+6.0% | $1,826+37.3% | $6,507-61.5% |
| Admin fee / account holder | $95 | $2,852-96.7% | $2,491-96.2% | $12,624-99.3% |