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 | $17,853 | $90,348-80.2% | $75,972-76.5% | $145,922-87.8% |
| Participation rate | 68.4% | 74.5%-6.0pp | 69.1%-0.6pp | 80.3%-11.9pp |
| Annual return | 12.56% | 620.88%-608.3pp | 359.55%-347.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,145 | $3,311-65.4% | $2,685-57.4% | $4,660-75.4% |
| Participant deferral / active EE | $2,671 | $5,162-48.3% | $4,255-37.2% | $6,688-60.1% |
| Admin fee / account holder | $32 | $8,467-99.6% | $6,467-99.5% | $13,397-99.8% |