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 | $33,749 | $159,901-78.9% | $146,958-77.0% | $145,922-76.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.84% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,837 | $5,286-65.3% | $4,933-62.8% | $4,660-60.6% |
| Participant deferral / active EE | $3,306 | $8,428-60.8% | $8,070-59.0% | $6,688-50.6% |
| Admin fee / account holder | $34 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |