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 | $17,197 | $70,606-75.6% | $53,898-68.1% | $142,382-87.9% |
| Participation rate | 13.0% | 63.7%-50.7pp | 55.0%-41.9pp | 80.1%-67.1pp |
| Annual return | 29.63% | 619.81%-590.2pp | 528.60%-499.0pp | 217.08%-187.4pp |
| Employer contribution / active EE | $318 | $1,202-73.5% | $932-65.9% | $4,299-92.6% |
| Participant deferral / active EE | $334 | $2,364-85.9% | $1,826-81.7% | $6,507-94.9% |
| Admin fee / account holder | $133 | $2,852-95.3% | $2,491-94.6% | $12,624-98.9% |