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 6-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 | $15,509 | $27,839-44.3% | $58,482-73.5% | $71,457-78.3% |
| Participation rate | 9.9% | 34.5%-24.6pp | 50.9%-41.0pp | 67.9%-58.0pp |
| Annual return | 20.24% | 26.81%-6.6pp | 4239.32%-4219.1pp | 28.85%-8.6pp |
| Employer contribution / active EE | $351 | $631-44.4% | $1,053-66.7% | $2,588-86.4% |
| Participant deferral / active EE | $830 | $1,206-31.2% | $1,924-56.8% | $4,289-80.6% |
| Admin fee / account holder | $66 | $1,641-95.9% | $2,516-97.4% | $1,587-95.8% |