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 9-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 | $6,426 | $70,606-90.9% | $53,898-88.1% | $142,382-95.5% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 18.85% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $305 | $1,202-74.6% | $932-67.2% | $4,299-92.9% |
| Participant deferral / active EE | $677 | $2,364-71.4% | $1,826-63.0% | $6,507-89.6% |
| Admin fee / account holder | $130 | $2,852-95.5% | $2,491-94.8% | $12,624-99.0% |