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 | $14,111 | $96,635-85.4% | $86,612-83.7% | $139,434-89.9% |
| Participation rate | 18.8% | 74.4%-55.7pp | 71.7%-52.9pp | 80.3%-61.6pp |
| Annual return | 184.61% | 106.41%+78.2pp | 591.07%-406.5pp | 372.94%-188.3pp |
| Employer contribution / active EE | $397 | $3,263-87.8% | $3,022-86.9% | $4,751-91.6% |
| Participant deferral / active EE | $2,634 | $4,836-45.5% | $4,438-40.7% | $6,710-60.8% |
| Admin fee / account holder | $5 | $6,408-99.9% | $5,614-99.9% | $11,403-100.0% |