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 | $2,258 | $30,400-92.6% | $53,898-95.8% | $84,808-97.3% |
| Participation rate | 41.8% | 46.4%-4.7pp | 55.0%-13.2pp | 68.3%-26.5pp |
| Annual return | 41.64% | 500.19%-458.5pp | 528.60%-487.0pp | 40.90%+0.7pp |
| Employer contribution / active EE | $105 | $603-82.7% | $932-88.8% | $2,631-96.0% |
| Participant deferral / active EE | $495 | $1,199-58.7% | $1,826-72.9% | $4,212-88.3% |
| Admin fee / account holder | $56 | $1,993-97.2% | $2,491-97.8% | $7,344-99.2% |