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 | $22,691 | $95,561-76.3% | $77,163-70.6% | $139,434-83.7% |
| Participation rate | 57.1% | 73.9%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 26.43% | 54.92%-28.5pp | 37.87%-11.4pp | 372.94%-346.5pp |
| Employer contribution / active EE | $2,673 | $3,147-15.1% | $2,535+5.4% | $4,751-43.7% |
| Participant deferral / active EE | $3,372 | $4,624-27.1% | $3,833-12.0% | $6,710-49.7% |
| Admin fee / account holder | $24 | $8,295-99.7% | $5,472-99.6% | $11,403-99.8% |