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 6-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 | $12,305 | $81,625-84.9% | $58,482-79.0% | $139,434-91.2% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 21.65% | 7404.20%-7382.5pp | 4239.32%-4217.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $850 | $1,398-39.2% | $1,053-19.3% | $4,751-82.1% |
| Participant deferral / active EE | $850 | $2,557-66.8% | $1,924-55.8% | $6,710-87.3% |
| Admin fee / account holder | $16 | $3,265-99.5% | $2,516-99.4% | $11,403-99.9% |