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 | $50,040 | $159,934-68.7% | $147,005-66.0% | $145,959-65.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.91% | 98.24%-76.3pp | 418.76%-396.9pp | 561.95%-540.0pp |
| Employer contribution / active EE | $3,219 | $5,287-39.1% | $4,934-34.8% | $4,661-30.9% |
| Participant deferral / active EE | $7,195 | $8,427-14.6% | $8,070-10.8% | $6,689+7.6% |
| Admin fee / account holder | $198 | $15,053-98.7% | $13,006-98.5% | $13,398-98.5% |