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 | $11,729 | $49,173-76.1% | $121,098-90.3% | $75,163-84.4% |
| Participation rate | 39.5% | 55.4%-15.9pp | 69.5%-30.0pp | 67.2%-27.7pp |
| Annual return | 25.59% | 55.99%-30.4pp | 985.75%-960.2pp | 160.62%-135.0pp |
| Employer contribution / active EE | $1,065 | $1,546-31.1% | $4,164-74.4% | $2,670-60.1% |
| Participant deferral / active EE | $1,186 | $2,628-54.8% | $4,080-70.9% | $4,125-71.2% |
| Admin fee / account holder | $133 | $3,942-96.6% | $5,644-97.6% | $5,651-97.6% |