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 3-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 | $9,927 | $29,660-66.5% | $56,411-82.4% | $80,856-87.7% |
| Participation rate | 14.5% | 41.6%-27.1pp | 52.5%-37.9pp | 67.6%-53.1pp |
| Annual return | 29.97% | 35.23%-5.3pp | 1701.33%-1671.4pp | 35.59%-5.6pp |
| Employer contribution / active EE | $301 | $669-55.1% | $1,039-71.1% | $2,755-89.1% |
| Participant deferral / active EE | $627 | $1,226-48.8% | $1,952-67.9% | $4,296-85.4% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |