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 | $17,008 | $72,071-76.4% | $68,368-75.1% | $137,256-87.6% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.0%-41.5pp |
| Annual return | 26.60% | 353.14%-326.5pp | 292.57%-266.0pp | 220.34%-193.7pp |
| Employer contribution / active EE | $1,022 | $2,788-63.3% | $2,649-61.4% | $4,156-75.4% |
| Participant deferral / active EE | $1,022 | $4,410-76.8% | $4,123-75.2% | $6,407-84.0% |
| Admin fee / account holder | $27 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |