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 3-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 | $12,358 | $76,785-83.9% | $56,441-78.1% | $145,959-91.5% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 20.37% | 3000.51%-2980.1pp | 1704.21%-1683.8pp | 561.95%-541.6pp |
| Employer contribution / active EE | $824 | $1,381-40.3% | $1,039-20.7% | $4,661-82.3% |
| Participant deferral / active EE | $2,097 | $2,624-20.1% | $1,953+7.4% | $6,689-68.6% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,398-99.9% |