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 | $113,065 | $111,814+1.1% | $103,374+9.4% | $145,959-22.5% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 15.42% | 24.77%-9.4pp | 24.89%-9.5pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,219 | $4,214-71.1% | $3,869-68.5% | $4,661-73.8% |
| Participant deferral / active EE | $10,222 | $5,618+81.9% | $5,058+102.1% | $6,689+52.8% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |