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 | $36,689 | $102,382-64.2% | $147,005-75.0% | $80,874-54.6% |
| Participation rate | 46.2% | 75.8%-29.7pp | 82.2%-36.0pp | 67.6%-21.5pp |
| Annual return | 17.73% | 134.89%-117.2pp | 418.76%-401.0pp | 35.62%-17.9pp |
| Employer contribution / active EE | $1,578 | $3,715-57.5% | $4,934-68.0% | $2,756-42.7% |
| Participant deferral / active EE | $4,026 | $6,646-39.4% | $8,070-50.1% | $4,297-6.3% |
| Admin fee / account holder | $206 | $7,942-97.4% | $13,006-98.4% | $6,935-97.0% |