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 6-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 | $13,048 | $88,751-85.3% | $81,812-84.1% | $145,922-91.1% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.3%-27.9pp | 80.3%-35.8pp |
| Annual return | 11.29% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,499 | $3,083-51.4% | $2,912-48.5% | $4,660-67.8% |
| Participant deferral / active EE | $2,385 | $4,643-48.6% | $4,319-44.8% | $6,688-64.3% |
| Admin fee / account holder | $275 | $8,415-96.7% | $7,386-96.3% | $13,397-98.0% |