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 | $21,237 | $88,751-76.1% | $81,812-74.0% | $145,922-85.4% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 12.77% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $960 | $3,083-68.9% | $2,912-67.0% | $4,660-79.4% |
| Participant deferral / active EE | $1,665 | $4,643-64.1% | $4,319-61.4% | $6,688-75.1% |
| Admin fee / account holder | $147 | $8,415-98.3% | $7,386-98.0% | $13,397-98.9% |