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 | $20,178 | $70,606-71.4% | $53,898-62.6% | $142,382-85.8% |
| Participation rate | 63.6% | 63.7%-0.1pp | 55.0%+8.7pp | 80.1%-16.5pp |
| Annual return | 17.33% | 619.81%-602.5pp | 528.60%-511.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $843 | $1,202-29.9% | $932-9.6% | $4,299-80.4% |
| Participant deferral / active EE | $6,016 | $2,364+154.5% | $1,826+229.4% | $6,507-7.6% |
| Admin fee / account holder | $84 | $2,852-97.0% | $2,491-96.6% | $12,624-99.3% |