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 | $4,876 | $29,660-83.6% | $56,411-91.4% | $80,856-94.0% |
| Participation rate | 65.2% | 41.6%+23.6pp | 52.5%+12.8pp | 67.6%-2.4pp |
| Annual return | 14.88% | 35.23%-20.3pp | 1701.33%-1686.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $587 | $669-12.2% | $1,039-43.4% | $2,755-78.7% |
| Participant deferral / active EE | $840 | $1,226-31.5% | $1,952-57.0% | $4,296-80.5% |
| Admin fee / account holder | $21 | $2,428-99.1% | $2,829-99.3% | $6,918-99.7% |