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 3-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 | $9,155 | $88,751-89.7% | $81,812-88.8% | $145,922-93.7% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.3%-30.7pp | 80.3%-38.6pp |
| Annual return | 179.84% | 1025.40%-845.6pp | 773.79%-593.9pp | 561.29%-381.4pp |
| Employer contribution / active EE | $1,516 | $3,083-50.8% | $2,912-47.9% | $4,660-67.5% |
| Participant deferral / active EE | $2,088 | $4,643-55.0% | $4,319-51.7% | $6,688-68.8% |
| Admin fee / account holder | $78 | $8,415-99.1% | $7,386-98.9% | $13,397-99.4% |