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 | $6,729 | $81,625-91.8% | $58,482-88.5% | $139,434-95.2% |
| Participation rate | 45.0% | 61.3%-16.3pp | 50.9%-5.9pp | 80.3%-35.3pp |
| Annual return | 25.95% | 7404.20%-7378.2pp | 4239.32%-4213.4pp | 372.94%-347.0pp |
| Employer contribution / active EE | $254 | $1,398-81.9% | $1,053-75.9% | $4,751-94.7% |
| Participant deferral / active EE | $1,015 | $2,557-60.3% | $1,924-47.2% | $6,710-84.9% |
| Admin fee / account holder | $137 | $3,265-95.8% | $2,516-94.5% | $11,403-98.8% |