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 6-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 | $72,735 | $102,317-28.9% | $146,958-50.5% | $80,856-10.0% |
| Participation rate | 27.6% | 75.8%-48.2pp | 82.2%-54.6pp | 67.6%-40.1pp |
| Annual return | 19.62% | 134.76%-115.1pp | 418.34%-398.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,092 | $3,713-70.6% | $4,933-77.9% | $2,755-60.4% |
| Participant deferral / active EE | $3,082 | $6,644-53.6% | $8,070-61.8% | $4,296-28.3% |
| Admin fee / account holder | $45 | $7,941-99.4% | $12,998-99.7% | $6,918-99.3% |