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 | $24,638 | $65,561-62.4% | $86,188-71.4% | $75,163-67.2% |
| Participation rate | 23.5% | 60.5%-37.0pp | 69.0%-45.4pp | 67.2%-43.7pp |
| Annual return | 21.31% | 46.05%-24.7pp | 1168.45%-1147.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $558 | $1,553-64.1% | $2,380-76.6% | $2,670-79.1% |
| Participant deferral / active EE | $1,927 | $3,024-36.3% | $3,985-51.6% | $4,125-53.3% |
| Admin fee / account holder | $300 | $5,474-94.5% | $6,852-95.6% | $5,651-94.7% |