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 | $14,991 | $53,516-72.0% | $126,539-88.2% | $84,808-82.3% |
| Participation rate | 55.6% | 58.2%-2.7pp | 69.8%-14.3pp | 68.3%-12.8pp |
| Annual return | 22.20% | 58.34%-36.1pp | 425.95%-403.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $849 | $1,535-44.7% | $3,674-76.9% | $2,631-67.7% |
| Participant deferral / active EE | $2,199 | $2,671-17.7% | $4,083-46.1% | $4,212-47.8% |
| Admin fee / account holder | $140 | $4,497-96.9% | $6,065-97.7% | $7,344-98.1% |