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 | $33,177 | $88,751-62.6% | $81,812-59.4% | $145,922-77.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.07% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,601 | $3,083-48.1% | $2,912-45.0% | $4,660-65.6% |
| Participant deferral / active EE | $8,311 | $4,643+79.0% | $4,319+92.4% | $6,688+24.3% |
| Admin fee / account holder | $101 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |