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 | $12,421 | $53,516-76.8% | $126,539-90.2% | $84,808-85.4% |
| Participation rate | 37.9% | 58.2%-20.3pp | 69.8%-31.9pp | 68.3%-30.4pp |
| Annual return | 21.33% | 58.34%-37.0pp | 425.95%-404.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $643 | $1,535-58.1% | $3,674-82.5% | $2,631-75.5% |
| Participant deferral / active EE | $1,743 | $2,671-34.7% | $4,083-57.3% | $4,212-58.6% |
| Admin fee / account holder | $123 | $4,497-97.3% | $6,065-98.0% | $7,344-98.3% |