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 | $28,154 | $93,571-69.9% | $135,903-79.3% | $75,163-62.5% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 76.41% | 30.90%+45.5pp | 68.23%+8.2pp | 160.62%-84.2pp |
| Employer contribution / active EE | $1,853 | $3,537-47.6% | $4,856-61.8% | $2,670-30.6% |
| Participant deferral / active EE | $5,437 | $6,404-15.1% | $7,758-29.9% | $4,125+31.8% |
| Admin fee / account holder | $19 | $6,975-99.7% | $10,762-99.8% | $5,651-99.7% |