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 | $47,390 | $70,606-32.9% | $53,898-12.1% | $142,382-66.7% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 18.59% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $949 | $1,202-21.0% | $932+1.9% | $4,299-77.9% |
| Participant deferral / active EE | $1,206 | $2,364-49.0% | $1,826-33.9% | $6,507-81.5% |
| Admin fee / account holder | $60 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |