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 5-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 | $8,020 | $27,915-71.3% | $58,482-86.3% | $75,163-89.3% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 188.45% | 44.20%+144.2pp | 4239.32%-4050.9pp | 160.62%+27.8pp |
| Employer contribution / active EE | $309 | $669-53.8% | $1,053-70.7% | $2,670-88.4% |
| Participant deferral / active EE | $636 | $1,201-47.1% | $1,924-67.0% | $4,125-84.6% |
| Admin fee / account holder | $47 | $1,726-97.3% | $2,516-98.1% | $5,651-99.2% |