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 | $23,116 | $81,625-71.7% | $58,482-60.5% | $139,434-83.4% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 309.96% | 7404.20%-7094.2pp | 4239.32%-3929.4pp | 372.94%-63.0pp |
| Employer contribution / active EE | $1,618 | $1,398+15.7% | $1,053+53.6% | $4,751-65.9% |
| Participant deferral / active EE | $5,465 | $2,557+113.8% | $1,924+184.1% | $6,710-18.6% |
| Admin fee / account holder | $170 | $3,265-94.8% | $2,516-93.3% | $11,403-98.5% |