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 | $25,067 | $39,798-37.0% | $67,711-63.0% | $59,632-58.0% |
| Participation rate | 30.0% | 57.4%-27.4pp | 67.5%-37.5pp | 68.7%-38.7pp |
| Annual return | 1.74% | 89.94%-88.2pp | 25.41%-23.7pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $592 | $1,393-57.5% | $2,559-76.9% | $2,203-73.1% |
| Participant deferral / active EE | $1,502 | $2,335-35.7% | $3,585-58.1% | $3,192-52.9% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |