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 | $20,920 | $49,922-58.1% | $80,569-74.0% | $75,163-72.2% |
| Participation rate | 25.0% | 55.3%-30.3pp | 67.0%-42.0pp | 67.2%-42.2pp |
| Annual return | 35.89% | 34.69%+1.2pp | 935.43%-899.5pp | 160.62%-124.7pp |
| Employer contribution / active EE | $1,299 | $1,698-23.5% | $2,723-52.3% | $2,670-51.3% |
| Participant deferral / active EE | $2,367 | $2,990-20.9% | $4,447-46.8% | $4,125-42.6% |
| Admin fee / account holder | $41 | $3,577-98.9% | $5,377-99.2% | $5,651-99.3% |