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 | $27,610 | $70,756-61.0% | $65,493-57.8% | $142,382-80.6% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 16.96% | 1754.89%-1737.9pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,728 | $2,881-40.0% | $2,574-32.9% | $4,299-59.8% |
| Participant deferral / active EE | $1,811 | $4,637-60.9% | $3,961-54.3% | $6,507-72.2% |
| Admin fee / account holder | $88 | $6,559-98.7% | $5,028-98.2% | $12,624-99.3% |