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 | $15,005 | $110,261-86.4% | $95,745-84.3% | $139,434-89.2% |
| Participation rate | 65.0% | 75.8%-10.8pp | 72.3%-7.3pp | 80.3%-15.3pp |
| Annual return | 214.32% | 27.11%+187.2pp | 28.35%+186.0pp | 372.94%-158.6pp |
| Employer contribution / active EE | $1,129 | $3,257-65.3% | $2,835-60.2% | $4,751-76.2% |
| Participant deferral / active EE | $1,789 | $4,676-61.7% | $4,245-57.8% | $6,710-73.3% |
| Admin fee / account holder | $93 | $6,613-98.6% | $5,678-98.4% | $11,403-99.2% |