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 | $12,009 | $52,353-77.1% | $120,225-90.0% | $82,448-85.4% |
| Participation rate | 40.0% | 58.3%-18.3pp | 69.6%-29.6pp | 68.1%-28.1pp |
| Annual return | 13.63% | 61.85%-48.2pp | 439.23%-425.6pp | 41.64%-28.0pp |
| Employer contribution / active EE | $811 | $1,510-46.3% | $3,475-76.7% | $2,551-68.2% |
| Participant deferral / active EE | $1,250 | $2,627-52.4% | $3,999-68.7% | $4,139-69.8% |
| Admin fee / account holder | $187 | $4,363-95.7% | $5,696-96.7% | $7,234-97.4% |