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 | $39,745 | $93,571-57.5% | $135,903-70.8% | $75,163-47.1% |
| Participation rate | 29.4% | 75.2%-45.8pp | 81.9%-52.5pp | 67.2%-37.8pp |
| Annual return | 35.89% | 30.90%+5.0pp | 68.23%-32.3pp | 160.62%-124.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,936 | $6,404-38.5% | $7,758-49.3% | $4,125-4.6% |
| Admin fee / account holder | $86 | $6,975-98.8% | $10,762-99.2% | $5,651-98.5% |