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 | $14,479 | $96,305-85.0% | $80,569-82.0% | $139,434-89.6% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 207.85% | 1350.08%-1142.2pp | 935.43%-727.6pp | 372.94%-165.1pp |
| Employer contribution / active EE | $3,149 | $3,262-3.5% | $2,723+15.6% | $4,751-33.7% |
| Participant deferral / active EE | $3,149 | $5,232-39.8% | $4,447-29.2% | $6,710-53.1% |
| Admin fee / account holder | $53 | $6,599-99.2% | $5,377-99.0% | $11,403-99.5% |