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 | $4,837 | $31,310-84.6% | $53,898-91.0% | $74,304-93.5% |
| Participation rate | 36.6% | 30.7%+6.0pp | 55.0%-18.3pp | 60.3%-23.7pp |
| Annual return | 58.80% | 23.16%+35.6pp | 528.60%-469.8pp | 29.43%+29.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $573 | $934-38.6% | $1,826-68.6% | $3,767-84.8% |
| Admin fee / account holder | $83 | $2,175-96.2% | $2,491-96.7% | $2,969-97.2% |