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 | $8,836 | $70,606-87.5% | $53,898-83.6% | $142,382-93.8% |
| Participation rate | 37.5% | 63.7%-26.2pp | 55.0%-17.5pp | 80.1%-42.6pp |
| Annual return | 32.44% | 619.81%-587.4pp | 528.60%-496.2pp | 217.08%-184.6pp |
| Employer contribution / active EE | $911 | $1,202-24.2% | $932-2.3% | $4,299-78.8% |
| Participant deferral / active EE | $959 | $2,364-59.5% | $1,826-47.5% | $6,507-85.3% |
| Admin fee / account holder | $153 | $2,852-94.6% | $2,491-93.9% | $12,624-98.8% |