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 | $19,986 | $49,922-60.0% | $80,569-75.2% | $75,163-73.4% |
| Participation rate | 54.5% | 55.3%-0.8pp | 67.0%-12.5pp | 67.2%-12.6pp |
| Annual return | 119.78% | 34.69%+85.1pp | 935.43%-815.6pp | 160.62%-40.8pp |
| Employer contribution / active EE | $1,528 | $1,698-10.0% | $2,723-43.9% | $2,670-42.7% |
| Participant deferral / active EE | $3,452 | $2,990+15.4% | $4,447-22.4% | $4,125-16.3% |
| Admin fee / account holder | $256 | $3,577-92.9% | $5,377-95.2% | $5,651-95.5% |