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 | $41,872 | $117,841-64.5% | $102,423-59.1% | $145,922-71.3% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 79.14% | 31.65%+47.5pp | 29.32%+49.8pp | 561.29%-482.1pp |
| Employer contribution / active EE | $2,291 | $3,615-36.6% | $3,023-24.2% | $4,660-50.8% |
| Participant deferral / active EE | $6,108 | $5,731+6.6% | $5,053+20.9% | $6,688-8.7% |
| Admin fee / account holder | $227 | $13,326-98.3% | $9,451-97.6% | $13,397-98.3% |