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 | $16,836 | $70,756-76.2% | $65,493-74.3% | $142,382-88.2% |
| Participation rate | 53.8% | 77.4%-23.5pp | 73.1%-19.2pp | 80.1%-26.3pp |
| Annual return | 27.66% | 1754.89%-1727.2pp | 982.45%-954.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $867 | $2,881-69.9% | $2,574-66.3% | $4,299-79.8% |
| Participant deferral / active EE | $1,826 | $4,637-60.6% | $3,961-53.9% | $6,507-71.9% |
| Admin fee / account holder | $117 | $6,559-98.2% | $5,028-97.7% | $12,624-99.1% |