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 | $27,861 | $111,724-75.1% | $93,606-70.2% | $145,922-80.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 22.48% | 202.98%-180.5pp | 133.20%-110.7pp | 561.29%-538.8pp |
| Employer contribution / active EE | $1,764 | $3,090-42.9% | $2,420-27.1% | $4,660-62.2% |
| Participant deferral / active EE | $11,885 | $4,912+142.0% | $4,411+169.4% | $6,688+77.7% |
| Admin fee / account holder | $78 | $10,250-99.2% | $8,285-99.1% | $13,397-99.4% |