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 8-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 | $12,748 | $27,915-54.3% | $58,482-78.2% | $75,163-83.0% |
| Participation rate | 17.5% | 38.8%-21.3pp | 50.9%-33.3pp | 67.2%-49.6pp |
| Annual return | 21.66% | 44.20%-22.5pp | 4239.32%-4217.7pp | 160.62%-139.0pp |
| Employer contribution / active EE | $301 | $669-55.0% | $1,053-71.4% | $2,670-88.7% |
| Participant deferral / active EE | $322 | $1,201-73.2% | $1,924-83.3% | $4,125-92.2% |
| Admin fee / account holder | $8 | $1,726-99.5% | $2,516-99.7% | $5,651-99.9% |