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 | $8,969 | $27,915-67.9% | $58,482-84.7% | $75,163-88.1% |
| Participation rate | 36.4% | 38.8%-2.5pp | 50.9%-14.5pp | 67.2%-30.8pp |
| Annual return | 27.22% | 44.20%-17.0pp | 4239.32%-4212.1pp | 160.62%-133.4pp |
| Employer contribution / active EE | $615 | $669-8.1% | $1,053-41.6% | $2,670-77.0% |
| Participant deferral / active EE | $1,062 | $1,201-11.6% | $1,924-44.8% | $4,125-74.3% |
| Admin fee / account holder | $57 | $1,726-96.7% | $2,516-97.8% | $5,651-99.0% |