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 | $72,290 | $100,773-28.3% | $88,946-18.7% | $142,382-49.2% |
| Participation rate | 21.4% | 74.3%-52.9pp | 68.8%-47.4pp | 80.1%-58.7pp |
| Annual return | 23.12% | 70.18%-47.1pp | 57.82%-34.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,060 | $2,918-63.7% | $2,555-58.5% | $4,299-75.3% |
| Participant deferral / active EE | $3,665 | $5,230-29.9% | $4,581-20.0% | $6,507-43.7% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |