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 | $13,643 | $102,604-86.7% | $86,188-84.2% | $139,434-90.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 43.72% | 1922.51%-1878.8pp | 1168.45%-1124.7pp | 372.94%-329.2pp |
| Employer contribution / active EE | $1,206 | $3,032-60.2% | $2,380-49.4% | $4,751-74.6% |
| Participant deferral / active EE | $1,690 | $4,676-63.8% | $3,985-57.6% | $6,710-74.8% |
| Admin fee / account holder | $116 | $8,657-98.7% | $6,852-98.3% | $11,403-99.0% |