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 | $8,075 | $95,561-91.6% | $77,163-89.5% | $139,434-94.2% |
| Participation rate | 61.5% | 73.9%-12.4pp | 69.6%-8.0pp | 80.3%-18.8pp |
| Annual return | 98.18% | 54.92%+43.3pp | 37.87%+60.3pp | 372.94%-274.8pp |
| Employer contribution / active EE | $1,926 | $3,147-38.8% | $2,535-24.0% | $4,751-59.5% |
| Participant deferral / active EE | $2,037 | $4,624-55.9% | $3,833-46.8% | $6,710-69.6% |
| Admin fee / account holder | $20 | $8,295-99.8% | $5,472-99.6% | $11,403-99.8% |