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 | $67,823-82.0% | $52,425-76.8% | $137,256-91.1% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | 32.06% | 219.11%-187.0pp | 302.12%-270.1pp | 220.34%-188.3pp |
| Employer contribution / active EE | $97 | $1,163-91.6% | $914-89.4% | $4,156-97.7% |
| Participant deferral / active EE | $728 | $2,288-68.2% | $1,790-59.3% | $6,407-88.6% |
| Admin fee / account holder | $106 | $2,844-96.3% | $2,495-95.8% | $12,270-99.1% |