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 6-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 | $27,741 | $61,272-54.7% | $149,673-81.5% | $71,457-61.2% |
| Participation rate | 39.4% | 62.5%-23.1pp | 78.8%-39.4pp | 67.9%-28.5pp |
| Annual return | 62.75% | 35.85%+26.9pp | 134.42%-71.7pp | 28.85%+33.9pp |
| Employer contribution / active EE | $1,020 | $2,378-57.1% | $4,818-78.8% | $2,588-60.6% |
| Participant deferral / active EE | $1,932 | $2,917-33.8% | $5,680-66.0% | $4,289-55.0% |
| Admin fee / account holder | $11 | $1,261-99.1% | $13,210-99.9% | $1,587-99.3% |