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 | $28,834 | $52,353-44.9% | $120,225-76.0% | $82,448-65.0% |
| Participation rate | 36.0% | 58.3%-22.3pp | 69.6%-33.6pp | 68.1%-32.1pp |
| Annual return | 17.58% | 61.85%-44.3pp | 439.23%-421.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $579 | $1,510-61.7% | $3,475-83.3% | $2,551-77.3% |
| Participant deferral / active EE | $2,090 | $2,627-20.4% | $3,999-47.7% | $4,139-49.5% |
| Admin fee / account holder | $277 | $4,363-93.6% | $5,696-95.1% | $7,234-96.2% |