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 | $14,941 | $102,604-85.4% | $86,188-82.7% | $139,434-89.3% |
| Participation rate | 54.2% | 74.5%-20.3pp | 69.0%-14.8pp | 80.3%-26.2pp |
| Annual return | 25.71% | 1922.51%-1896.8pp | 1168.45%-1142.7pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,362 | $3,032-55.1% | $2,380-42.8% | $4,751-71.3% |
| Participant deferral / active EE | $2,552 | $4,676-45.4% | $3,985-36.0% | $6,710-62.0% |
| Admin fee / account holder | $59 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |