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 | $60,323 | $96,305-37.4% | $80,569-25.1% | $139,434-56.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 22.91% | 1350.08%-1327.2pp | 935.43%-912.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,260 | $3,262-61.4% | $2,723-53.7% | $4,751-73.5% |
| Participant deferral / active EE | $17,500 | $5,232+234.5% | $4,447+293.5% | $6,710+160.8% |
| Admin fee / account holder | $171 | $6,599-97.4% | $5,377-96.8% | $11,403-98.5% |