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 | $3,913 | $30,400-87.1% | $53,898-92.7% | $84,808-95.4% |
| Participation rate | 44.3% | 46.4%-2.2pp | 55.0%-10.7pp | 68.3%-24.0pp |
| Annual return | 22.26% | 500.19%-477.9pp | 528.60%-506.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $528 | $603-12.4% | $932-43.4% | $2,631-79.9% |
| Participant deferral / active EE | $678 | $1,199-43.4% | $1,826-62.9% | $4,212-83.9% |
| Admin fee / account holder | $230 | $1,993-88.5% | $2,491-90.8% | $7,344-96.9% |