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 | $15,581 | $70,606-77.9% | $53,898-71.1% | $142,382-89.1% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 14.99% | 619.81%-604.8pp | 528.60%-513.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $600 | $1,202-50.1% | $932-35.6% | $4,299-86.0% |
| Participant deferral / active EE | $1,013 | $2,364-57.2% | $1,826-44.6% | $6,507-84.4% |
| Admin fee / account holder | $58 | $2,852-98.0% | $2,491-97.7% | $12,624-99.5% |