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 | $33,651 | $70,606-52.3% | $53,898-37.6% | $142,382-76.4% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 24.61% | 619.81%-595.2pp | 528.60%-504.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,200 | $1,202-0.1% | $932+28.8% | $4,299-72.1% |
| Participant deferral / active EE | $3,515 | $2,364+48.7% | $1,826+92.5% | $6,507-46.0% |
| Admin fee / account holder | $17 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |