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 3-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 | $29,094 | $70,606-58.8% | $53,898-46.0% | $142,382-79.6% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 16.25% | 619.81%-603.6pp | 528.60%-512.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $698 | $1,202-42.0% | $932-25.2% | $4,299-83.8% |
| Participant deferral / active EE | $6,979 | $2,364+195.2% | $1,826+282.1% | $6,507+7.2% |
| Admin fee / account holder | $161 | $2,852-94.4% | $2,491-93.5% | $12,624-98.7% |