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 4-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 | $5,552 | $67,823-91.8% | $52,425-89.4% | $137,256-96.0% |
| Participation rate | 36.4% | 63.9%-27.5pp | 55.6%-19.3pp | 80.0%-43.6pp |
| Annual return | 20.03% | 219.11%-199.1pp | 302.12%-282.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $141 | $1,163-87.9% | $914-84.6% | $4,156-96.6% |
| Participant deferral / active EE | $424 | $2,288-81.5% | $1,790-76.3% | $6,407-93.4% |
| Admin fee / account holder | $56 | $2,844-98.0% | $2,495-97.8% | $12,270-99.5% |