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 | $12,575 | $106,515-88.2% | $96,683-87.0% | $139,434-91.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 25.95% | 38.43%-12.5pp | 35.69%-9.7pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,267 | $4,103-69.1% | $3,737-66.1% | $4,751-73.3% |
| Participant deferral / active EE | $1,818 | $5,454-66.7% | $4,878-62.7% | $6,710-72.9% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |