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 | $4,609 | $29,319-84.3% | $52,425-91.2% | $82,448-94.4% |
| Participation rate | 23.8% | 46.9%-23.0pp | 55.6%-31.8pp | 68.1%-44.3pp |
| Annual return | 25.33% | 535.20%-509.9pp | 302.12%-276.8pp | 41.64%-16.3pp |
| Employer contribution / active EE | $284 | $586-51.6% | $914-68.9% | $2,551-88.9% |
| Participant deferral / active EE | $546 | $1,171-53.3% | $1,790-69.5% | $4,139-86.8% |
| Admin fee / account holder | $167 | $1,962-91.5% | $2,495-93.3% | $7,234-97.7% |