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 | $12,492 | $70,756-82.3% | $65,493-80.9% | $142,382-91.2% |
| Participation rate | 52.9% | 77.4%-24.4pp | 73.1%-20.2pp | 80.1%-27.2pp |
| Annual return | 18.17% | 1754.89%-1736.7pp | 982.45%-964.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $598 | $2,881-79.2% | $2,574-76.8% | $4,299-86.1% |
| Participant deferral / active EE | $1,094 | $4,637-76.4% | $3,961-72.4% | $6,507-83.2% |
| Admin fee / account holder | $236 | $6,559-96.4% | $5,028-95.3% | $12,624-98.1% |