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 | $16,343 | $158,398-89.7% | $126,539-87.1% | $142,382-88.5% |
| Participation rate | 41.7% | 75.8%-34.1pp | 69.8%-28.2pp | 80.1%-38.5pp |
| Annual return | 20.23% | 593.76%-573.5pp | 425.95%-405.7pp | 217.08%-196.8pp |
| Employer contribution / active EE | $173 | $4,650-96.3% | $3,674-95.3% | $4,299-96.0% |
| Participant deferral / active EE | $2,148 | $4,767-54.9% | $4,083-47.4% | $6,507-67.0% |
| Admin fee / account holder | $90 | $6,918-98.7% | $6,065-98.5% | $12,624-99.3% |