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 | $10,935 | $102,604-89.3% | $86,188-87.3% | $139,434-92.2% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 43.75% | 1922.51%-1878.8pp | 1168.45%-1124.7pp | 372.94%-329.2pp |
| Employer contribution / active EE | $1,280 | $3,032-57.8% | $2,380-46.2% | $4,751-73.1% |
| Participant deferral / active EE | $1,892 | $4,676-59.5% | $3,985-52.5% | $6,710-71.8% |
| Admin fee / account holder | $76 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |