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 | $10,032 | $45,863-78.1% | $77,024-87.0% | $68,494-85.4% |
| Participation rate | 65.6% | 55.9%+9.7pp | 67.9%-2.3pp | 67.9%-2.3pp |
| Annual return | 2969.55% | 1.72%+2967.8pp | 42.32%+2927.2pp | -7.84%+2977.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $951 | $2,962-67.9% | $4,426-78.5% | $4,027-76.4% |
| Admin fee / account holder | $38 | $3,041-98.8% | $5,425-99.3% | $5,403-99.3% |