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 | $69,115 | $99,877-30.8% | $84,966-18.7% | $145,922-52.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.97% | 83.76%-69.8pp | 66.38%-52.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,691 | $3,231-47.7% | $2,727-38.0% | $4,660-63.7% |
| Participant deferral / active EE | $13,866 | $5,291+162.1% | $4,519+206.8% | $6,688+107.3% |
| Admin fee / account holder | $284 | $7,248-96.1% | $6,149-95.4% | $13,397-97.9% |