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 | $11,573 | $67,823-82.9% | $52,425-77.9% | $137,256-91.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 18.98% | 219.11%-200.1pp | 302.12%-283.1pp | 220.34%-201.4pp |
| Employer contribution / active EE | $506 | $1,163-56.5% | $914-44.6% | $4,156-87.8% |
| Participant deferral / active EE | $817 | $2,288-64.3% | $1,790-54.4% | $6,407-87.2% |
| Admin fee / account holder | $64 | $2,844-97.7% | $2,495-97.4% | $12,270-99.5% |