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 | $24,312 | $70,756-65.6% | $65,493-62.9% | $142,382-82.9% |
| Participation rate | 46.2% | 77.4%-31.2pp | 73.1%-26.9pp | 80.1%-34.0pp |
| Annual return | 18.63% | 1754.89%-1736.3pp | 982.45%-963.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $490 | $2,881-83.0% | $2,574-81.0% | $4,299-88.6% |
| Participant deferral / active EE | $3,161 | $4,637-31.8% | $3,961-20.2% | $6,507-51.4% |
| Admin fee / account holder | $275 | $6,559-95.8% | $5,028-94.5% | $12,624-97.8% |