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 | $40,389 | $150,187-73.1% | $120,354-66.4% | $145,922-72.3% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-46.9pp |
| Annual return | 12.62% | 154.07%-141.4pp | 107.15%-94.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,602 | $4,348-63.2% | $3,463-53.7% | $4,660-65.6% |
| Participant deferral / active EE | $2,562 | $6,173-58.5% | $4,991-48.7% | $6,688-61.7% |
| Admin fee / account holder | $208 | $12,207-98.3% | $9,423-97.8% | $13,397-98.5% |