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 | $6,997 | $101,618-93.1% | $93,063-92.5% | $137,256-94.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 24.62% | 223.95%-199.3pp | 34.15%-9.5pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,195 | $2,707-55.8% | $2,476-51.7% | $4,156-71.2% |
| Participant deferral / active EE | $1,756 | $4,279-59.0% | $3,958-55.6% | $6,407-72.6% |
| Admin fee / account holder | $30 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |