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 | $14,986 | $149,040-89.9% | $120,225-87.5% | $137,256-89.1% |
| Participation rate | 64.3% | 75.4%-11.1pp | 69.6%-5.3pp | 80.0%-15.7pp |
| Annual return | 20.46% | 605.68%-585.2pp | 439.23%-418.8pp | 220.34%-199.9pp |
| Employer contribution / active EE | $857 | $4,350-80.3% | $3,475-75.3% | $4,156-79.4% |
| Participant deferral / active EE | $1,625 | $4,655-65.1% | $3,999-59.4% | $6,407-74.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |