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 | $24,014 | $72,071-66.7% | $68,368-64.9% | $137,256-82.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 18.62% | 353.14%-334.5pp | 292.57%-274.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,409 | $2,788-49.5% | $2,649-46.8% | $4,156-66.1% |
| Participant deferral / active EE | $2,616 | $4,410-40.7% | $4,123-36.6% | $6,407-59.2% |
| Admin fee / account holder | $78 | $5,336-98.5% | $5,150-98.5% | $12,270-99.4% |