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 | $9,010 | $96,635-90.7% | $86,612-89.6% | $139,434-93.5% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 51.25% | 106.41%-55.2pp | 591.07%-539.8pp | 372.94%-321.7pp |
| Employer contribution / active EE | $505 | $3,263-84.5% | $3,022-83.3% | $4,751-89.4% |
| Participant deferral / active EE | $1,250 | $4,836-74.2% | $4,438-71.8% | $6,710-81.4% |
| Admin fee / account holder | $28 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |