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 | $10,719 | $30,400-64.7% | $53,898-80.1% | $84,808-87.4% |
| Participation rate | 9.0% | 46.4%-37.5pp | 55.0%-46.0pp | 68.3%-59.3pp |
| Annual return | 30.62% | 500.19%-469.6pp | 528.60%-498.0pp | 40.90%-10.3pp |
| Employer contribution / active EE | $164 | $603-72.7% | $932-82.4% | $2,631-93.8% |
| Participant deferral / active EE | $319 | $1,199-73.4% | $1,826-82.6% | $4,212-92.4% |
| Admin fee / account holder | $160 | $1,993-92.0% | $2,491-93.6% | $7,344-97.8% |