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 | $9,587 | $26,114-63.3% | $58,482-83.6% | $74,419-87.1% |
| Participation rate | 8.0% | 32.1%-24.1pp | 50.9%-42.9pp | 70.7%-62.7pp |
| Annual return | 43.15% | 32.51%+10.6pp | 4239.32%-4196.2pp | 34.38%+8.8pp |
| Employer contribution / active EE | $216 | $536-59.7% | $1,053-79.5% | $2,637-91.8% |
| Participant deferral / active EE | $433 | $1,075-59.7% | $1,924-77.5% | $4,528-90.4% |
| Admin fee / account holder | $239 | $649-63.2% | $2,516-90.5% | $348-31.3% |