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 5-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 | $6,054 | $72,071-91.6% | $68,368-91.1% | $137,256-95.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 22.05% | 353.14%-331.1pp | 292.57%-270.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $385 | $2,788-86.2% | $2,649-85.5% | $4,156-90.7% |
| Participant deferral / active EE | $748 | $4,410-83.0% | $4,123-81.9% | $6,407-88.3% |
| Admin fee / account holder | $18 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |