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 | $38,900 | $76,738-49.3% | $56,411-31.0% | $145,922-73.3% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 10.21% | 2994.23%-2984.0pp | 1701.33%-1691.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,096 | $1,380-20.5% | $1,039+5.6% | $4,660-76.5% |
| Participant deferral / active EE | $3,086 | $2,623+17.7% | $1,952+58.1% | $6,688-53.9% |
| Admin fee / account holder | $207 | $3,334-93.8% | $2,829-92.7% | $13,397-98.5% |