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 | $15,142 | $158,398-90.4% | $126,539-88.0% | $142,382-89.4% |
| Participation rate | 41.2% | 75.8%-34.6pp | 69.8%-28.6pp | 80.1%-38.9pp |
| Annual return | 20.94% | 593.76%-572.8pp | 425.95%-405.0pp | 217.08%-196.1pp |
| Employer contribution / active EE | $211 | $4,650-95.5% | $3,674-94.3% | $4,299-95.1% |
| Participant deferral / active EE | $1,616 | $4,767-66.1% | $4,083-60.4% | $6,507-75.2% |
| Admin fee / account holder | $294 | $6,918-95.8% | $6,065-95.2% | $12,624-97.7% |