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 | $11,204 | $29,660-62.2% | $56,411-80.1% | $80,856-86.1% |
| Participation rate | 31.8% | 41.6%-9.8pp | 52.5%-20.6pp | 67.6%-35.8pp |
| Annual return | 15.27% | 35.23%-20.0pp | 1701.33%-1686.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $883 | $669+32.0% | $1,039-15.0% | $2,755-67.9% |
| Participant deferral / active EE | $1,121 | $1,226-8.5% | $1,952-42.6% | $4,296-73.9% |
| Admin fee / account holder | $293 | $2,428-87.9% | $2,829-89.6% | $6,918-95.8% |