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 | $6,723 | $29,660-77.3% | $56,411-88.1% | $80,856-91.7% |
| Participation rate | 52.9% | 41.6%+11.3pp | 52.5%+0.5pp | 67.6%-14.7pp |
| Annual return | 13.63% | 35.23%-21.6pp | 1701.33%-1687.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,352 | $669+102.0% | $1,039+30.2% | $2,755-50.9% |
| Participant deferral / active EE | $2,721 | $1,226+121.9% | $1,952+39.4% | $4,296-36.7% |
| Admin fee / account holder | $209 | $2,428-91.4% | $2,829-92.6% | $6,918-97.0% |