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 6-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 | $26,585 | $70,606-62.3% | $53,898-50.7% | $142,382-81.3% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 19.94% | 619.81%-599.9pp | 528.60%-508.7pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,151 | $1,202-4.3% | $932+23.5% | $4,299-73.2% |
| Participant deferral / active EE | $1,151 | $2,364-51.3% | $1,826-37.0% | $6,507-82.3% |
| Admin fee / account holder | $56 | $2,852-98.0% | $2,491-97.8% | $12,624-99.6% |