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 | $158,398-96.7% | $126,539-95.8% | $142,382-96.3% |
| Participation rate | 55.0% | 75.8%-20.8pp | 69.8%-14.8pp | 80.1%-25.1pp |
| Annual return | 20.74% | 593.76%-573.0pp | 425.95%-405.2pp | 217.08%-196.3pp |
| Employer contribution / active EE | $88 | $4,650-98.1% | $3,674-97.6% | $4,299-98.0% |
| Participant deferral / active EE | $599 | $4,767-87.4% | $4,083-85.3% | $6,507-90.8% |
| Admin fee / account holder | $17 | $6,918-99.8% | $6,065-99.7% | $12,624-99.9% |