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 | $43,925 | $112,729-61.0% | $98,716-55.5% | $137,256-68.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 59.05% | 38.48%+20.6pp | 31.81%+27.2pp | 220.34%-161.3pp |
| Employer contribution / active EE | $1,023 | $2,725-62.5% | $2,279-55.1% | $4,156-75.4% |
| Participant deferral / active EE | $5,911 | $4,640+27.4% | $4,048+46.0% | $6,407-7.7% |
| Admin fee / account holder | $134 | $10,129-98.7% | $8,703-98.5% | $12,270-98.9% |