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 | $18,201 | $53,516-66.0% | $126,539-85.6% | $84,808-78.5% |
| Participation rate | 29.4% | 58.2%-28.8pp | 69.8%-40.4pp | 68.3%-38.9pp |
| Annual return | 18.03% | 58.34%-40.3pp | 425.95%-407.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $386 | $1,535-74.8% | $3,674-89.5% | $2,631-85.3% |
| Participant deferral / active EE | $865 | $2,671-67.6% | $4,083-78.8% | $4,212-79.5% |
| Admin fee / account holder | $130 | $4,497-97.1% | $6,065-97.9% | $7,344-98.2% |