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 9-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 | $71,428 | $58,234+22.7% | $81,783-12.7% | $80,874-11.7% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 15.65% | 41.70%-26.1pp | 775.05%-759.4pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,520 | $2,341-35.1% | $2,913-47.8% | $2,756-44.8% |
| Participant deferral / active EE | $2,228 | $3,283-32.1% | $4,320-48.4% | $4,297-48.2% |
| Admin fee / account holder | $112 | $4,982-97.8% | $7,380-98.5% | $6,935-98.4% |