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 | $12,387 | $27,839-55.5% | $58,482-78.8% | $71,457-82.7% |
| Participation rate | 10.0% | 34.5%-24.5pp | 50.9%-40.9pp | 67.9%-57.9pp |
| Annual return | 25.51% | 26.81%-1.3pp | 4239.32%-4213.8pp | 28.85%-3.3pp |
| Employer contribution / active EE | $220 | $631-65.1% | $1,053-79.1% | $2,588-91.5% |
| Participant deferral / active EE | $315 | $1,206-73.9% | $1,924-83.6% | $4,289-92.7% |
| Admin fee / account holder | $201 | $1,641-87.8% | $2,516-92.0% | $1,587-87.3% |