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 | $18,151 | $81,625-77.8% | $58,482-69.0% | $139,434-87.0% |
| Participation rate | 56.3% | 61.3%-5.1pp | 50.9%+5.4pp | 80.3%-24.1pp |
| Annual return | 24.88% | 7404.20%-7379.3pp | 4239.32%-4214.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $919 | $1,398-34.3% | $1,053-12.8% | $4,751-80.7% |
| Participant deferral / active EE | $4,575 | $2,557+79.0% | $1,924+137.8% | $6,710-31.8% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |