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 | $141,530 | $102,317+38.3% | $146,958-3.7% | $80,856+75.0% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.2%-30.6pp | 67.6%-16.1pp |
| Annual return | 17.18% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,422 | $3,713-61.7% | $4,933-71.2% | $2,755-48.4% |
| Participant deferral / active EE | $6,152 | $6,644-7.4% | $8,070-23.8% | $4,296+43.2% |
| Admin fee / account holder | $20 | $7,941-99.8% | $12,998-99.8% | $6,918-99.7% |