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 | $74,888-80.1% | $71,209-79.0% | $142,382-89.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 23.08% | 345.14%-322.1pp | 282.51%-259.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $579 | $2,854-79.7% | $2,721-78.7% | $4,299-86.5% |
| Participant deferral / active EE | $2,843 | $4,454-36.2% | $4,175-31.9% | $6,507-56.3% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |