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 3-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 | $19,600 | $52,353-62.6% | $120,225-83.7% | $82,448-76.2% |
| Participation rate | 4.3% | 58.3%-54.1pp | 69.6%-65.3pp | 68.1%-63.8pp |
| Annual return | 17.68% | 61.85%-44.2pp | 439.23%-421.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $86 | $4,363-98.0% | $5,696-98.5% | $7,234-98.8% |