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 | $12,183 | $70,606-82.7% | $53,898-77.4% | $142,382-91.4% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 32.06% | 619.81%-587.8pp | 528.60%-496.5pp | 217.08%-185.0pp |
| Employer contribution / active EE | $97 | $1,202-91.9% | $932-89.6% | $4,299-97.7% |
| Participant deferral / active EE | $728 | $2,364-69.2% | $1,826-60.1% | $6,507-88.8% |
| Admin fee / account holder | $106 | $2,852-96.3% | $2,491-95.7% | $12,624-99.2% |