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 | $5,259 | $149,040-96.5% | $120,225-95.6% | $137,256-96.2% |
| Participation rate | 55.0% | 75.4%-20.4pp | 69.6%-14.6pp | 80.0%-25.0pp |
| Annual return | 20.74% | 605.68%-584.9pp | 439.23%-418.5pp | 220.34%-199.6pp |
| Employer contribution / active EE | $88 | $4,350-98.0% | $3,475-97.5% | $4,156-97.9% |
| Participant deferral / active EE | $599 | $4,655-87.1% | $3,999-85.0% | $6,407-90.7% |
| Admin fee / account holder | $17 | $6,348-99.7% | $5,696-99.7% | $12,270-99.9% |