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 | $12,508 | $47,479-73.7% | $62,929-80.1% | $82,448-84.8% |
| Participation rate | 49.3% | 66.9%-17.6pp | 73.1%-23.8pp | 68.1%-18.8pp |
| Annual return | 17.06% | 20.34%-3.3pp | 1063.93%-1046.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $884 | $1,885-53.1% | $2,505-64.7% | $2,551-65.3% |
| Participant deferral / active EE | $2,321 | $2,870-19.2% | $3,888-40.3% | $4,139-43.9% |
| Admin fee / account holder | $221 | $3,804-94.2% | $5,065-95.6% | $7,234-97.0% |