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 | $40,948 | $114,381-64.2% | $107,525-61.9% | $142,382-71.2% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 21.64% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,933 | $4,015-26.9% | $3,754-21.9% | $4,299-31.8% |
| Participant deferral / active EE | $6,668 | $5,564+19.8% | $5,116+30.3% | $6,507+2.5% |
| Admin fee / account holder | $16 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |