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 | $21,762 | $70,606-69.2% | $53,898-59.6% | $142,382-84.7% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 16.92% | 619.81%-602.9pp | 528.60%-511.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,178 | $1,202+81.2% | $932+133.7% | $4,299-49.3% |
| Participant deferral / active EE | $2,769 | $2,364+17.1% | $1,826+51.6% | $6,507-57.4% |
| Admin fee / account holder | $289 | $2,852-89.9% | $2,491-88.4% | $12,624-97.7% |