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 4-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 | $27,742 | $159,901-82.7% | $146,958-81.1% | $145,922-81.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.77% | 98.13%-76.4pp | 418.34%-396.6pp | 561.29%-539.5pp |
| Employer contribution / active EE | $2,910 | $5,286-44.9% | $4,933-41.0% | $4,660-37.5% |
| Participant deferral / active EE | $7,444 | $8,428-11.7% | $8,070-7.8% | $6,688+11.3% |
| Admin fee / account holder | $50 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |