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 | $15,642 | $81,625-80.8% | $58,482-73.3% | $139,434-88.8% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 47.30% | 7404.20%-7356.9pp | 4239.32%-4192.0pp | 372.94%-325.6pp |
| Employer contribution / active EE | $1,488 | $1,398+6.4% | $1,053+41.3% | $4,751-68.7% |
| Participant deferral / active EE | $5,559 | $2,557+117.4% | $1,924+189.0% | $6,710-17.2% |
| Admin fee / account holder | $84 | $3,265-97.4% | $2,516-96.7% | $11,403-99.3% |