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 | $12,954 | $109,817-88.2% | $98,442-86.8% | $167,490-92.3% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 30.67% | 1956.69%-1926.0pp | 1492.73%-1462.1pp | 478.56%-447.9pp |
| Employer contribution / active EE | $966 | $3,224-70.0% | $2,960-67.4% | $4,837-80.0% |
| Participant deferral / active EE | $1,795 | $4,673-61.6% | $4,276-58.0% | $6,341-71.7% |
| Admin fee / account holder | $60 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |