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 5-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 | $16,476 | $29,319-43.8% | $52,425-68.6% | $82,448-80.0% |
| Participation rate | 10.2% | 46.9%-36.7pp | 55.6%-45.4pp | 68.1%-57.9pp |
| Annual return | 20.23% | 535.20%-515.0pp | 302.12%-281.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $143 | $586-75.6% | $914-84.4% | $2,551-94.4% |
| Participant deferral / active EE | $288 | $1,171-75.4% | $1,790-83.9% | $4,139-93.0% |
| Admin fee / account holder | $8 | $1,962-99.6% | $2,495-99.7% | $7,234-99.9% |