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 | $24,565 | $96,635-74.6% | $86,612-71.6% | $139,434-82.4% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 18.31% | 106.41%-88.1pp | 591.07%-572.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,203 | $3,263-1.9% | $3,022+6.0% | $4,751-32.6% |
| Participant deferral / active EE | $8,596 | $4,836+77.7% | $4,438+93.7% | $6,710+28.1% |
| Admin fee / account holder | $17 | $6,408-99.7% | $5,614-99.7% | $11,403-99.9% |