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 | $2,662 | $29,319-90.9% | $52,425-94.9% | $82,448-96.8% |
| Participation rate | 57.9% | 46.9%+11.0pp | 55.6%+2.3pp | 68.1%-10.2pp |
| Annual return | 23.82% | 535.20%-511.4pp | 302.12%-278.3pp | 41.64%-17.8pp |
| Employer contribution / active EE | $219 | $586-62.6% | $914-76.0% | $2,551-91.4% |
| Participant deferral / active EE | $298 | $1,171-74.6% | $1,790-83.4% | $4,139-92.8% |
| Admin fee / account holder | $259 | $1,962-86.8% | $2,495-89.6% | $7,234-96.4% |