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 | $11,414 | $30,400-62.5% | $53,898-78.8% | $84,808-86.5% |
| Participation rate | 10.3% | 46.4%-36.1pp | 55.0%-44.6pp | 68.3%-58.0pp |
| Annual return | 22.77% | 500.19%-477.4pp | 528.60%-505.8pp | 40.90%-18.1pp |
| Employer contribution / active EE | $126 | $603-79.1% | $932-86.5% | $2,631-95.2% |
| Participant deferral / active EE | $516 | $1,199-56.9% | $1,826-71.7% | $4,212-87.7% |
| Admin fee / account holder | $20 | $1,993-99.0% | $2,491-99.2% | $7,344-99.7% |