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 3-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 | $15,997 | $70,756-77.4% | $65,493-75.6% | $142,382-88.8% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 32.26% | 1754.89%-1722.6pp | 982.45%-950.2pp | 217.08%-184.8pp |
| Employer contribution / active EE | $1,004 | $2,881-65.2% | $2,574-61.0% | $4,299-76.7% |
| Participant deferral / active EE | $3,717 | $4,637-19.8% | $3,961-6.2% | $6,507-42.9% |
| Admin fee / account holder | $50 | $6,559-99.2% | $5,028-99.0% | $12,624-99.6% |