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 | $14,919 | $72,071-79.3% | $68,368-78.2% | $137,256-89.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 23.08% | 353.14%-330.1pp | 292.57%-269.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $579 | $2,788-79.2% | $2,649-78.1% | $4,156-86.1% |
| Participant deferral / active EE | $2,843 | $4,410-35.5% | $4,123-31.0% | $6,407-55.6% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |