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 | $21,465 | $72,071-70.2% | $68,368-68.6% | $137,256-84.4% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 20.16% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $527 | $2,788-81.1% | $2,649-80.1% | $4,156-87.3% |
| Participant deferral / active EE | $2,269 | $4,410-48.5% | $4,123-45.0% | $6,407-64.6% |
| Admin fee / account holder | $61 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |