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 7-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 | $19,499 | $48,570-59.9% | $130,648-85.1% | $72,985-73.3% |
| Participation rate | 45.8% | 58.6%-12.8pp | 71.7%-26.0pp | 69.5%-23.7pp |
| Annual return | 355.51% | 38.63%+316.9pp | 1708.96%-1353.4pp | 81.00%+274.5pp |
| Employer contribution / active EE | $1,798 | $1,334+34.7% | $4,092-56.1% | $2,440-26.3% |
| Participant deferral / active EE | $3,411 | $2,384+43.1% | $3,603-5.3% | $3,607-5.4% |
| Admin fee / account holder | $149 | $3,549-95.8% | $5,464-97.3% | $5,124-97.1% |