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 | $15,200 | $80,812-81.2% | $160,784-90.5% | $82,448-81.6% |
| Participation rate | 44.1% | 66.2%-22.1pp | 77.0%-32.8pp | 68.1%-24.0pp |
| Annual return | 47.80% | 100.59%-52.8pp | 1803.92%-1756.1pp | 41.64%+6.2pp |
| Employer contribution / active EE | $1,065 | $2,174-51.0% | $3,733-71.5% | $2,551-58.2% |
| Participant deferral / active EE | $2,133 | $4,335-50.8% | $6,293-66.1% | $4,139-48.5% |
| Admin fee / account holder | $111 | $7,695-98.6% | $9,717-98.9% | $7,234-98.5% |