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 | $14,903 | $72,071-79.3% | $68,368-78.2% | $137,256-89.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 23.51% | 353.14%-329.6pp | 292.57%-269.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,795 | $2,788-35.6% | $2,649-32.3% | $4,156-56.8% |
| Participant deferral / active EE | $1,795 | $4,410-59.3% | $4,123-56.5% | $6,407-72.0% |
| Admin fee / account holder | $29 | $5,336-99.5% | $5,150-99.4% | $12,270-99.8% |