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 | $12,875 | $81,625-84.2% | $58,482-78.0% | $139,434-90.8% |
| Participation rate | 41.7% | 61.3%-19.7pp | 50.9%-9.2pp | 80.3%-38.7pp |
| Annual return | 22.44% | 7404.20%-7381.8pp | 4239.32%-4216.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $208 | $1,398-85.1% | $1,053-80.2% | $4,751-95.6% |
| Participant deferral / active EE | $1,470 | $2,557-42.5% | $1,924-23.6% | $6,710-78.1% |
| Admin fee / account holder | $215 | $3,265-93.4% | $2,516-91.5% | $11,403-98.1% |