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 3-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 | $20,695 | $49,922-58.5% | $80,569-74.3% | $75,163-72.5% |
| Participation rate | 35.3% | 55.3%-20.0pp | 67.0%-31.7pp | 67.2%-31.9pp |
| Annual return | 1345.84% | 34.69%+1311.1pp | 935.43%+410.4pp | 160.62%+1185.2pp |
| Employer contribution / active EE | $1,327 | $1,698-21.9% | $2,723-51.3% | $2,670-50.3% |
| Participant deferral / active EE | $1,963 | $2,990-34.4% | $4,447-55.9% | $4,125-52.4% |
| Admin fee / account holder | $169 | $3,577-95.3% | $5,377-96.9% | $5,651-97.0% |