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 | $58,587 | $70,606-17.0% | $53,898+8.7% | $142,382-58.9% |
| Participation rate | 28.6% | 63.7%-35.1pp | 55.0%-26.4pp | 80.1%-51.5pp |
| Annual return | 20.40% | 619.81%-599.4pp | 528.60%-508.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $991 | $1,202-17.6% | $932+6.3% | $4,299-77.0% |
| Participant deferral / active EE | $3,299 | $2,364+39.5% | $1,826+80.6% | $6,507-49.3% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |