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 | $8,507 | $29,660-71.3% | $56,411-84.9% | $80,856-89.5% |
| Participation rate | 30.9% | 41.6%-10.8pp | 52.5%-21.6pp | 67.6%-36.8pp |
| Annual return | 14.07% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $153 | $669-77.1% | $1,039-85.3% | $2,755-94.4% |
| Participant deferral / active EE | $966 | $1,226-21.2% | $1,952-50.5% | $4,296-77.5% |
| Admin fee / account holder | $166 | $2,428-93.1% | $2,829-94.1% | $6,918-97.6% |