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 | $19,844 | $65,561-69.7% | $86,188-77.0% | $75,163-73.6% |
| Participation rate | 15.4% | 60.5%-45.1pp | 69.0%-53.6pp | 67.2%-51.8pp |
| Annual return | 33.33% | 46.05%-12.7pp | 1168.45%-1135.1pp | 160.62%-127.3pp |
| Employer contribution / active EE | $448 | $1,553-71.2% | $2,380-81.2% | $2,670-83.2% |
| Participant deferral / active EE | $1,750 | $3,024-42.1% | $3,985-56.1% | $4,125-57.6% |
| Admin fee / account holder | $268 | $5,474-95.1% | $6,852-96.1% | $5,651-95.3% |