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 | $7,628 | $72,071-89.4% | $68,368-88.8% | $137,256-94.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 20.95% | 353.14%-332.2pp | 292.57%-271.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $450 | $2,788-83.9% | $2,649-83.0% | $4,156-89.2% |
| Participant deferral / active EE | $900 | $4,410-79.6% | $4,123-78.2% | $6,407-86.0% |
| Admin fee / account holder | $36 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |