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 | $28,209 | $111,724-74.8% | $93,606-69.9% | $145,922-80.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 16.21% | 202.98%-186.8pp | 133.20%-117.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,145 | $3,090-63.0% | $2,420-52.7% | $4,660-75.4% |
| Participant deferral / active EE | $2,982 | $4,912-39.3% | $4,411-32.4% | $6,688-55.4% |
| Admin fee / account holder | $12 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |