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 | $103,333 | $70,606+46.4% | $53,898+91.7% | $142,382-27.4% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 20.90% | 619.81%-598.9pp | 528.60%-507.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,022 | $1,202-15.0% | $932+9.7% | $4,299-76.2% |
| Participant deferral / active EE | $7,148 | $2,364+202.4% | $1,826+291.4% | $6,507+9.8% |
| Admin fee / account holder | $18 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |