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 | $13,828 | $29,660-53.4% | $56,411-75.5% | $80,856-82.9% |
| Participation rate | 23.0% | 41.6%-18.7pp | 52.5%-29.5pp | 67.6%-44.7pp |
| Annual return | 13.76% | 35.23%-21.5pp | 1701.33%-1687.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $556 | $669-16.9% | $1,039-46.4% | $2,755-79.8% |
| Participant deferral / active EE | $659 | $1,226-46.3% | $1,952-66.2% | $4,296-84.7% |
| Admin fee / account holder | $30 | $2,428-98.8% | $2,829-99.0% | $6,918-99.6% |