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 | $18,572 | $81,625-77.2% | $58,482-68.2% | $139,434-86.7% |
| Participation rate | 15.8% | 61.3%-45.5pp | 50.9%-35.1pp | 80.3%-64.5pp |
| Annual return | 35.11% | 7404.20%-7369.1pp | 4239.32%-4204.2pp | 372.94%-337.8pp |
| Employer contribution / active EE | $428 | $1,398-69.4% | $1,053-59.3% | $4,751-91.0% |
| Participant deferral / active EE | $1,798 | $2,557-29.7% | $1,924-6.6% | $6,710-73.2% |
| Admin fee / account holder | $52 | $3,265-98.4% | $2,516-97.9% | $11,403-99.5% |