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 | $14,436 | $106,515-86.4% | $96,683-85.1% | $139,434-89.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 46.85% | 38.43%+8.4pp | 35.69%+11.2pp | 372.94%-326.1pp |
| Employer contribution / active EE | $1,754 | $4,103-57.2% | $3,737-53.1% | $4,751-63.1% |
| Participant deferral / active EE | $2,617 | $5,454-52.0% | $4,878-46.4% | $6,710-61.0% |
| Admin fee / account holder | $52 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |