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 | $14,204 | $27,915-49.1% | $58,482-75.7% | $75,163-81.1% |
| Participation rate | 10.5% | 38.8%-28.4pp | 50.9%-40.4pp | 67.2%-56.7pp |
| Annual return | 24.36% | 44.20%-19.8pp | 4239.32%-4215.0pp | 160.62%-136.3pp |
| Employer contribution / active EE | $212 | $669-68.4% | $1,053-79.9% | $2,670-92.1% |
| Participant deferral / active EE | $554 | $1,201-53.9% | $1,924-71.2% | $4,125-86.6% |
| Admin fee / account holder | $241 | $1,726-86.0% | $2,516-90.4% | $5,651-95.7% |