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 | $31,758 | $73,933-57.0% | $96,683-67.2% | $75,163-57.7% |
| Participation rate | 46.3% | 66.4%-20.1pp | 74.3%-28.0pp | 67.2%-20.9pp |
| Annual return | 118.83% | 26.70%+92.1pp | 35.69%+83.1pp | 160.62%-41.8pp |
| Employer contribution / active EE | $1,611 | $2,928-45.0% | $3,737-56.9% | $2,670-39.7% |
| Participant deferral / active EE | $3,280 | $3,659-10.3% | $4,878-32.8% | $4,125-20.5% |
| Admin fee / account holder | $45 | $5,216-99.1% | $6,730-99.3% | $5,651-99.2% |