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 | $12,611 | $96,305-86.9% | $80,569-84.3% | $139,434-91.0% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 39.06% | 1350.08%-1311.0pp | 935.43%-896.4pp | 372.94%-333.9pp |
| Employer contribution / active EE | $3,406 | $3,262+4.4% | $2,723+25.1% | $4,751-28.3% |
| Participant deferral / active EE | $3,724 | $5,232-28.8% | $4,447-16.3% | $6,710-44.5% |
| Admin fee / account holder | $77 | $6,599-98.8% | $5,377-98.6% | $11,403-99.3% |