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 | $18,390 | $96,635-81.0% | $86,612-78.8% | $139,434-86.8% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 21.93% | 106.41%-84.5pp | 591.07%-569.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,688 | $3,263-48.3% | $3,022-44.2% | $4,751-64.5% |
| Participant deferral / active EE | $1,688 | $4,836-65.1% | $4,438-62.0% | $6,710-74.8% |
| Admin fee / account holder | $59 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |