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 | $17,540 | $110,261-84.1% | $95,745-81.7% | $139,434-87.4% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 37.09% | 27.11%+10.0pp | 28.35%+8.7pp | 372.94%-335.8pp |
| Employer contribution / active EE | $1,619 | $3,257-50.3% | $2,835-42.9% | $4,751-65.9% |
| Participant deferral / active EE | $1,619 | $4,676-65.4% | $4,245-61.9% | $6,710-75.9% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |