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 | $7,749 | $158,398-95.1% | $126,539-93.9% | $142,382-94.6% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 25.51% | 593.76%-568.3pp | 425.95%-400.4pp | 217.08%-191.6pp |
| Employer contribution / active EE | $28 | $4,650-99.4% | $3,674-99.2% | $4,299-99.3% |
| Participant deferral / active EE | $3,738 | $4,767-21.6% | $4,083-8.4% | $6,507-42.6% |
| Admin fee / account holder | $130 | $6,918-98.1% | $6,065-97.9% | $12,624-99.0% |