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 | $30,398 | $70,669-57.0% | $169,368-82.1% | $75,163-59.6% |
| Participation rate | 33.3% | 64.8%-31.5pp | 77.1%-43.8pp | 67.2%-33.9pp |
| Annual return | 26.12% | 36.36%-10.2pp | 405.60%-379.5pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,424 | $2,211-35.6% | $4,013-64.5% | $2,670-46.7% |
| Participant deferral / active EE | $1,857 | $4,311-56.9% | $6,221-70.2% | $4,125-55.0% |
| Admin fee / account holder | $1 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |