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 | $20,105 | $149,040-86.5% | $120,225-83.3% | $137,256-85.4% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 29.17% | 605.68%-576.5pp | 439.23%-410.1pp | 220.34%-191.2pp |
| Employer contribution / active EE | $538 | $4,350-87.6% | $3,475-84.5% | $4,156-87.1% |
| Participant deferral / active EE | $4,251 | $4,655-8.7% | $3,999+6.3% | $6,407-33.7% |
| Admin fee / account holder | $168 | $6,348-97.4% | $5,696-97.1% | $12,270-98.6% |