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 | $19,131 | $47,479-59.7% | $62,929-69.6% | $82,448-76.8% |
| Participation rate | 31.8% | 66.9%-35.1pp | 73.1%-41.3pp | 68.1%-36.3pp |
| Annual return | 19.00% | 20.34%-1.3pp | 1063.93%-1044.9pp | 41.64%-22.6pp |
| Employer contribution / active EE | $810 | $1,885-57.1% | $2,505-67.7% | $2,551-68.3% |
| Participant deferral / active EE | $969 | $2,870-66.2% | $3,888-75.1% | $4,139-76.6% |
| Admin fee / account holder | $269 | $3,804-92.9% | $5,065-94.7% | $7,234-96.3% |