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 | $74,888-89.8% | $71,209-89.3% | $142,382-94.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 20.95% | 345.14%-324.2pp | 282.51%-261.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $450 | $2,854-84.2% | $2,721-83.5% | $4,299-89.5% |
| Participant deferral / active EE | $900 | $4,454-79.8% | $4,175-78.4% | $6,507-86.2% |
| Admin fee / account holder | $36 | $5,568-99.4% | $5,349-99.3% | $12,624-99.7% |