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 | $12,912 | $96,635-86.6% | $86,612-85.1% | $139,434-90.7% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 18.63% | 106.41%-87.8pp | 591.07%-572.4pp | 372.94%-354.3pp |
| Employer contribution / active EE | $797 | $3,263-75.6% | $3,022-73.6% | $4,751-83.2% |
| Participant deferral / active EE | $1,757 | $4,836-63.7% | $4,438-60.4% | $6,710-73.8% |
| Admin fee / account holder | $22 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |