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 | $8,017 | $76,738-89.6% | $56,411-85.8% | $145,922-94.5% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 18.58% | 2994.23%-2975.6pp | 1701.33%-1682.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $294 | $1,380-78.7% | $1,039-71.7% | $4,660-93.7% |
| Participant deferral / active EE | $368 | $2,623-86.0% | $1,952-81.2% | $6,688-94.5% |
| Admin fee / account holder | $28 | $3,334-99.2% | $2,829-99.0% | $13,397-99.8% |