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 | $5,983 | $27,915-78.6% | $58,482-89.8% | $75,163-92.0% |
| Participation rate | 14.0% | 38.8%-24.9pp | 50.9%-36.9pp | 67.2%-53.2pp |
| Annual return | 21.18% | 44.20%-23.0pp | 4239.32%-4218.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $553 | $1,201-54.0% | $1,924-71.3% | $4,125-86.6% |
| Admin fee / account holder | $255 | $1,726-85.2% | $2,516-89.9% | $5,651-95.5% |