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 5-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 | $10,472 | $96,635-89.2% | $86,612-87.9% | $139,434-92.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 27.00% | 106.41%-79.4pp | 591.07%-564.1pp | 372.94%-345.9pp |
| Employer contribution / active EE | $1,348 | $3,263-58.7% | $3,022-55.4% | $4,751-71.6% |
| Participant deferral / active EE | $3,295 | $4,836-31.9% | $4,438-25.8% | $6,710-50.9% |
| Admin fee / account holder | $42 | $6,408-99.3% | $5,614-99.3% | $11,403-99.6% |