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 | $18,983 | $34,934-45.7% | $56,411-66.3% | $74,495-74.5% |
| Participation rate | 14.8% | 32.8%-18.0pp | 52.5%-37.6pp | 67.2%-52.4pp |
| Annual return | 13.90% | 25.94%-12.0pp | 1701.33%-1687.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $244 | $609-59.9% | $1,039-76.5% | $2,623-90.7% |
| Participant deferral / active EE | $753 | $1,170-35.7% | $1,952-61.4% | $4,346-82.7% |
| Admin fee / account holder | $38 | $2,364-98.4% | $2,829-98.7% | $1,942-98.0% |