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 8-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 | $15,957 | $76,738-79.2% | $56,411-71.7% | $145,922-89.1% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 13.95% | 2994.23%-2980.3pp | 1701.33%-1687.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $91 | $1,380-93.4% | $1,039-91.2% | $4,660-98.0% |
| Participant deferral / active EE | $455 | $2,623-82.7% | $1,952-76.7% | $6,688-93.2% |
| Admin fee / account holder | $150 | $3,334-95.5% | $2,829-94.7% | $13,397-98.9% |