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 | $15,649 | $96,635-83.8% | $86,612-81.9% | $139,434-88.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.45% | 106.41%-83.0pp | 591.07%-567.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $367 | $3,263-88.7% | $3,022-87.8% | $4,751-92.3% |
| Participant deferral / active EE | $3,243 | $4,836-32.9% | $4,438-26.9% | $6,710-51.7% |
| Admin fee / account holder | $42 | $6,408-99.4% | $5,614-99.3% | $11,403-99.6% |