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 | $29,632 | $76,738-61.4% | $56,411-47.5% | $145,922-79.7% |
| Participation rate | 41.2% | 63.2%-22.0pp | 52.5%-11.3pp | 80.3%-39.1pp |
| Annual return | 14.26% | 2994.23%-2980.0pp | 1701.33%-1687.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,022 | $1,380-26.0% | $1,039-1.6% | $4,660-78.1% |
| Participant deferral / active EE | $1,596 | $2,623-39.1% | $1,952-18.2% | $6,688-76.1% |
| Admin fee / account holder | $31 | $3,334-99.1% | $2,829-98.9% | $13,397-99.8% |