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 | $20,943 | $96,305-78.3% | $80,569-74.0% | $139,434-85.0% |
| Participation rate | 22.7% | 73.6%-50.9pp | 67.0%-44.3pp | 80.3%-57.6pp |
| Annual return | 40.50% | 1350.08%-1309.6pp | 935.43%-894.9pp | 372.94%-332.4pp |
| Employer contribution / active EE | $714 | $3,262-78.1% | $2,723-73.8% | $4,751-85.0% |
| Participant deferral / active EE | $2,166 | $5,232-58.6% | $4,447-51.3% | $6,710-67.7% |
| Admin fee / account holder | $181 | $6,599-97.3% | $5,377-96.6% | $11,403-98.4% |