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 5-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 | $16,790 | $29,660-43.4% | $56,411-70.2% | $80,856-79.2% |
| Participation rate | 6.3% | 41.6%-35.4pp | 52.5%-46.2pp | 67.6%-61.4pp |
| Annual return | 13.12% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $382 | $1,226-68.9% | $1,952-80.4% | $4,296-91.1% |
| Admin fee / account holder | $255 | $2,428-89.5% | $2,829-91.0% | $6,918-96.3% |