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 | $23,792 | $104,974-77.3% | $95,585-75.1% | $142,382-83.3% |
| Participation rate | 54.5% | 75.0%-20.4pp | 72.1%-17.5pp | 80.1%-25.6pp |
| Annual return | 13.37% | 210.33%-197.0pp | 38.56%-25.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,022 | $2,779-63.2% | $2,527-59.5% | $4,299-76.2% |
| Participant deferral / active EE | $2,540 | $4,352-41.6% | $4,023-36.9% | $6,507-61.0% |
| Admin fee / account holder | $253 | $6,386-96.0% | $6,127-95.9% | $12,624-98.0% |