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 | $13,902 | $77,899-82.2% | $149,673-90.7% | $75,163-81.5% |
| Participation rate | 67.1% | 65.6%+1.6pp | 78.8%-11.6pp | 67.2%0pp |
| Annual return | 78.09% | 31.72%+46.4pp | 134.42%-56.3pp | 160.62%-82.5pp |
| Employer contribution / active EE | $2,689 | $3,137-14.3% | $4,818-44.2% | $2,670+0.7% |
| Participant deferral / active EE | $2,564 | $3,411-24.8% | $5,680-54.9% | $4,125-37.8% |
| Admin fee / account holder | $92 | $5,956-98.5% | $13,210-99.3% | $5,651-98.4% |