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 | $24,549 | $74,888-67.2% | $71,209-65.5% | $142,382-82.8% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 35.95% | 345.14%-309.2pp | 282.51%-246.6pp | 217.08%-181.1pp |
| Employer contribution / active EE | $1,249 | $2,854-56.2% | $2,721-54.1% | $4,299-70.9% |
| Participant deferral / active EE | $2,735 | $4,454-38.6% | $4,175-34.5% | $6,507-58.0% |
| Admin fee / account holder | $166 | $5,568-97.0% | $5,349-96.9% | $12,624-98.7% |