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 | $23,787 | $70,606-66.3% | $53,898-55.9% | $142,382-83.3% |
| Participation rate | 7.1% | 63.7%-56.6pp | 55.0%-47.8pp | 80.1%-73.0pp |
| Annual return | 25.75% | 619.81%-594.1pp | 528.60%-502.9pp | 217.08%-191.3pp |
| Employer contribution / active EE | $690 | $1,202-42.6% | $932-26.0% | $4,299-84.0% |
| Participant deferral / active EE | $931 | $2,364-60.6% | $1,826-49.0% | $6,507-85.7% |
| Admin fee / account holder | $122 | $2,852-95.7% | $2,491-95.1% | $12,624-99.0% |