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 | $29,319-63.4% | $52,425-79.6% | $82,448-87.0% |
| Participation rate | 9.0% | 46.9%-37.9pp | 55.6%-46.6pp | 68.1%-59.1pp |
| Annual return | 30.62% | 535.20%-504.6pp | 302.12%-271.5pp | 41.64%-11.0pp |
| Employer contribution / active EE | $164 | $586-72.0% | $914-82.0% | $2,551-93.6% |
| Participant deferral / active EE | $319 | $1,171-72.8% | $1,790-82.2% | $4,139-92.3% |
| Admin fee / account holder | $160 | $1,962-91.8% | $2,495-93.6% | $7,234-97.8% |