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 | $14,576 | $72,071-79.8% | $68,368-78.7% | $137,256-89.4% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 25.74% | 353.14%-327.4pp | 292.57%-266.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,088 | $2,788-61.0% | $2,649-58.9% | $4,156-73.8% |
| Participant deferral / active EE | $2,286 | $4,410-48.2% | $4,123-44.6% | $6,407-64.3% |
| Admin fee / account holder | $59 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |