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 | $21,649 | $88,751-75.6% | $81,812-73.5% | $145,922-85.2% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 12.19% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,758 | $3,083-43.0% | $2,912-39.6% | $4,660-62.3% |
| Participant deferral / active EE | $2,802 | $4,643-39.7% | $4,319-35.1% | $6,688-58.1% |
| Admin fee / account holder | $145 | $8,415-98.3% | $7,386-98.0% | $13,397-98.9% |