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 | $14,945 | $27,915-46.5% | $58,482-74.4% | $75,163-80.1% |
| Participation rate | 23.1% | 38.8%-15.8pp | 50.9%-27.8pp | 67.2%-44.1pp |
| Annual return | 30.00% | 44.20%-14.2pp | 4239.32%-4209.3pp | 160.62%-130.6pp |
| Employer contribution / active EE | $441 | $669-34.1% | $1,053-58.1% | $2,670-83.5% |
| Participant deferral / active EE | $1,461 | $1,201+21.6% | $1,924-24.1% | $4,125-64.6% |
| Admin fee / account holder | $107 | $1,726-93.8% | $2,516-95.7% | $5,651-98.1% |