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 | $11,307 | $48,230-76.6% | $67,502-83.3% | $80,856-86.0% |
| Participation rate | 28.9% | 66.4%-37.5pp | 72.9%-44.0pp | 67.6%-38.7pp |
| Annual return | 26.94% | 18.28%+8.7pp | 3512.12%-3485.2pp | 35.59%-8.7pp |
| Employer contribution / active EE | $509 | $2,020-74.8% | $2,731-81.4% | $2,755-81.5% |
| Participant deferral / active EE | $1,037 | $2,924-64.5% | $4,000-74.1% | $4,296-75.9% |
| Admin fee / account holder | $180 | $3,681-95.1% | $3,998-95.5% | $6,918-97.4% |