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 | $30,400-74.4% | $53,898-85.5% | $84,808-90.8% |
| Participation rate | 32.4% | 46.4%-14.1pp | 55.0%-22.6pp | 68.3%-36.0pp |
| Annual return | 22.14% | 500.19%-478.1pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $434 | $603-28.0% | $932-53.5% | $2,631-83.5% |
| Participant deferral / active EE | $779 | $1,199-35.0% | $1,826-57.3% | $4,212-81.5% |
| Admin fee / account holder | $24 | $1,993-98.8% | $2,491-99.0% | $7,344-99.7% |