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 | $12,993 | $30,400-57.3% | $53,898-75.9% | $84,808-84.7% |
| Participation rate | 12.8% | 46.4%-33.7pp | 55.0%-42.2pp | 68.3%-55.5pp |
| Annual return | 20.60% | 500.19%-479.6pp | 528.60%-508.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $268 | $603-55.6% | $932-71.3% | $2,631-89.8% |
| Participant deferral / active EE | $345 | $1,199-71.2% | $1,826-81.1% | $4,212-91.8% |
| Admin fee / account holder | $143 | $1,993-92.8% | $2,491-94.3% | $7,344-98.1% |