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 | $9,036 | $34,934-74.1% | $56,411-84.0% | $74,495-87.9% |
| Participation rate | 21.5% | 32.8%-11.3pp | 52.5%-30.9pp | 67.2%-45.7pp |
| Annual return | 20.17% | 25.94%-5.8pp | 1701.33%-1681.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $697 | $609+14.5% | $1,039-32.9% | $2,623-73.4% |
| Participant deferral / active EE | $1,019 | $1,170-12.9% | $1,952-47.8% | $4,346-76.6% |
| Admin fee / account holder | $100 | $2,364-95.8% | $2,829-96.4% | $1,942-94.8% |