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 | $62,602 | $96,635-35.2% | $86,612-27.7% | $139,434-55.1% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 24.95% | 106.41%-81.5pp | 591.07%-566.1pp | 372.94%-348.0pp |
| Employer contribution / active EE | $892 | $3,263-72.6% | $3,022-70.5% | $4,751-81.2% |
| Participant deferral / active EE | $3,888 | $4,836-19.6% | $4,438-12.4% | $6,710-42.1% |
| Admin fee / account holder | $44 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |