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 | $18,326 | $76,738-76.1% | $56,411-67.5% | $145,922-87.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 13.55% | 2994.23%-2980.7pp | 1701.33%-1687.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,089 | $1,380-21.1% | $1,039+4.8% | $4,660-76.6% |
| Participant deferral / active EE | $1,089 | $2,623-58.5% | $1,952-44.2% | $6,688-83.7% |
| Admin fee / account holder | $26 | $3,334-99.2% | $2,829-99.1% | $13,397-99.8% |