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 3-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 | $29,339 | $102,317-71.3% | $146,958-80.0% | $80,856-63.7% |
| Participation rate | 31.3% | 75.8%-44.6pp | 82.2%-50.9pp | 67.6%-36.4pp |
| Annual return | 80.96% | 134.76%-53.8pp | 418.34%-337.4pp | 35.59%+45.4pp |
| Employer contribution / active EE | $1,223 | $3,713-67.1% | $4,933-75.2% | $2,755-55.6% |
| Participant deferral / active EE | $4,661 | $6,644-29.8% | $8,070-42.2% | $4,296+8.5% |
| Admin fee / account holder | $159 | $7,941-98.0% | $12,998-98.8% | $6,918-97.7% |