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 6-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 | $23,099 | $202,432-88.6% | $169,368-86.4% | $139,434-83.4% |
| Participation rate | 60.9% | 81.1%-20.2pp | 77.1%-16.3pp | 80.3%-19.4pp |
| Annual return | 199.39% | 531.74%-332.3pp | 405.60%-206.2pp | 372.94%-173.6pp |
| Employer contribution / active EE | $1,800 | $4,692-61.6% | $4,013-55.1% | $4,751-62.1% |
| Participant deferral / active EE | $4,452 | $6,938-35.8% | $6,221-28.4% | $6,710-33.7% |
| Admin fee / account holder | $225 | $10,708-97.9% | $9,003-97.5% | $11,403-98.0% |