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 6-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 | $9,041 | $37,426-75.8% | $77,482-88.3% | $79,858-88.7% |
| Participation rate | 10.1% | 41.5%-31.4pp | 54.2%-44.1pp | 69.6%-59.5pp |
| Annual return | 182.30% | 39.70%+142.6pp | 54.79%+127.5pp | 31.71%+150.6pp |
| Employer contribution / active EE | $182 | $637-71.4% | $986-81.5% | $2,471-92.6% |
| Participant deferral / active EE | $528 | $1,260-58.1% | $1,861-71.7% | $3,740-85.9% |
| Admin fee / account holder | $49 | $2,504-98.0% | $2,858-98.3% | $5,306-99.1% |