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 | $12,954 | $94,752-86.3% | $112,887-88.5% | $139,434-90.7% |
| Participation rate | 63.6% | 81.3%-17.6pp | 80.5%-16.9pp | 80.3%-16.7pp |
| Annual return | 234.29% | 40.88%+193.4pp | 34.10%+200.2pp | 372.94%-138.6pp |
| Employer contribution / active EE | $2,553 | $4,625-44.8% | $4,563-44.1% | $4,751-46.3% |
| Participant deferral / active EE | $4,311 | $6,512-33.8% | $6,513-33.8% | $6,710-35.7% |
| Admin fee / account holder | $69 | $8,527-99.2% | $7,047-99.0% | $11,403-99.4% |