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 | $7,435 | $27,915-73.4% | $58,482-87.3% | $75,163-90.1% |
| Participation rate | 19.6% | 38.8%-19.3pp | 50.9%-31.3pp | 67.2%-47.6pp |
| Annual return | 30.96% | 44.20%-13.2pp | 4239.32%-4208.4pp | 160.62%-129.7pp |
| Employer contribution / active EE | $197 | $669-70.5% | $1,053-81.3% | $2,670-92.6% |
| Participant deferral / active EE | $573 | $1,201-52.3% | $1,924-70.2% | $4,125-86.1% |
| Admin fee / account holder | $88 | $1,726-94.9% | $2,516-96.5% | $5,651-98.4% |