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 3-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 | $17,628 | $57,281-69.2% | $86,612-79.6% | $75,163-76.5% |
| Participation rate | 36.0% | 63.2%-27.2pp | 71.7%-35.7pp | 67.2%-31.2pp |
| Annual return | 36.77% | 2670.75%-2634.0pp | 591.07%-554.3pp | 160.62%-123.8pp |
| Employer contribution / active EE | $1,400 | $2,314-39.5% | $3,022-53.7% | $2,670-47.6% |
| Participant deferral / active EE | $2,566 | $3,318-22.6% | $4,438-42.2% | $4,125-37.8% |
| Admin fee / account holder | $115 | $4,112-97.2% | $5,614-98.0% | $5,651-98.0% |