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 | $21,186 | $81,625-74.0% | $58,482-63.8% | $139,434-84.8% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 26.54% | 7404.20%-7377.7pp | 4239.32%-4212.8pp | 372.94%-346.4pp |
| Employer contribution / active EE | $213 | $1,398-84.8% | $1,053-79.8% | $4,751-95.5% |
| Participant deferral / active EE | $1,823 | $2,557-28.7% | $1,924-5.2% | $6,710-72.8% |
| Admin fee / account holder | $26 | $3,265-99.2% | $2,516-99.0% | $11,403-99.8% |