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 | $67,823-64.9% | $52,425-54.6% | $137,256-82.7% |
| Participation rate | 7.1% | 63.9%-56.8pp | 55.6%-48.5pp | 80.0%-72.8pp |
| Annual return | 25.75% | 219.11%-193.4pp | 302.12%-276.4pp | 220.34%-194.6pp |
| Employer contribution / active EE | $690 | $1,163-40.7% | $914-24.6% | $4,156-83.4% |
| Participant deferral / active EE | $931 | $2,288-59.3% | $1,790-48.0% | $6,407-85.5% |
| Admin fee / account holder | $122 | $2,844-95.7% | $2,495-95.1% | $12,270-99.0% |