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 | $4,378 | $29,319-85.1% | $52,425-91.6% | $82,448-94.7% |
| Participation rate | 51.2% | 46.9%+4.3pp | 55.6%-4.5pp | 68.1%-16.9pp |
| Annual return | 24.47% | 535.20%-510.7pp | 302.12%-277.7pp | 41.64%-17.2pp |
| Employer contribution / active EE | $521 | $586-11.1% | $914-43.0% | $2,551-79.6% |
| Participant deferral / active EE | $596 | $1,171-49.1% | $1,790-66.7% | $4,139-85.6% |
| Admin fee / account holder | $22 | $1,962-98.9% | $2,495-99.1% | $7,234-99.7% |