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 | $8,290 | $156,846-94.7% | $121,098-93.2% | $139,434-94.1% |
| Participation rate | 30.0% | 76.4%-46.4pp | 69.5%-39.5pp | 80.3%-50.3pp |
| Annual return | 92.09% | 1474.56%-1382.5pp | 985.75%-893.7pp | 372.94%-280.9pp |
| Employer contribution / active EE | $1,942 | $5,536-64.9% | $4,164-53.4% | $4,751-59.1% |
| Participant deferral / active EE | $2,298 | $4,844-52.6% | $4,080-43.7% | $6,710-65.8% |
| Admin fee / account holder | $55 | $6,946-99.2% | $5,644-99.0% | $11,403-99.5% |