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 | $7,796 | $29,319-73.4% | $52,425-85.1% | $82,448-90.5% |
| Participation rate | 32.4% | 46.9%-14.5pp | 55.6%-23.3pp | 68.1%-35.7pp |
| Annual return | 22.14% | 535.20%-513.1pp | 302.12%-280.0pp | 41.64%-19.5pp |
| Employer contribution / active EE | $434 | $586-26.1% | $914-52.6% | $2,551-83.0% |
| Participant deferral / active EE | $779 | $1,171-33.5% | $1,790-56.5% | $4,139-81.2% |
| Admin fee / account holder | $24 | $1,962-98.8% | $2,495-99.0% | $7,234-99.7% |