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 | $27,612 | $70,606-60.9% | $53,898-48.8% | $142,382-80.6% |
| Participation rate | 43.8% | 63.7%-20.0pp | 55.0%-11.2pp | 80.1%-36.4pp |
| Annual return | 22.48% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,453 | $1,202+20.9% | $932+55.9% | $4,299-66.2% |
| Participant deferral / active EE | $1,629 | $2,364-31.1% | $1,826-10.8% | $6,507-75.0% |
| Admin fee / account holder | $109 | $2,852-96.2% | $2,491-95.6% | $12,624-99.1% |