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 | $14,001 | $72,071-80.6% | $68,368-79.5% | $137,256-89.8% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 18.58% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,006 | $2,788-63.9% | $2,649-62.0% | $4,156-75.8% |
| Participant deferral / active EE | $1,210 | $4,410-72.6% | $4,123-70.7% | $6,407-81.1% |
| Admin fee / account holder | $106 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |