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 | $15,942 | $158,398-89.9% | $126,539-87.4% | $142,382-88.8% |
| Participation rate | 57.1% | 75.8%-18.7pp | 69.8%-12.7pp | 80.1%-23.0pp |
| Annual return | 21.79% | 593.76%-572.0pp | 425.95%-404.2pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,714 | $4,650-63.1% | $3,674-53.3% | $4,299-60.1% |
| Participant deferral / active EE | $2,047 | $4,767-57.1% | $4,083-49.9% | $6,507-68.5% |
| Admin fee / account holder | $52 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |