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 | $18,961 | $29,660-36.1% | $56,411-66.4% | $80,856-76.5% |
| Participation rate | 11.1% | 41.6%-30.5pp | 52.5%-41.4pp | 67.6%-56.5pp |
| Annual return | 15.73% | 35.23%-19.5pp | 1701.33%-1685.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $207 | $669-69.1% | $1,039-80.1% | $2,755-92.5% |
| Participant deferral / active EE | $592 | $1,226-51.7% | $1,952-69.7% | $4,296-86.2% |
| Admin fee / account holder | $204 | $2,428-91.6% | $2,829-92.8% | $6,918-97.1% |