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 | $57,350 | $111,724-48.7% | $93,606-38.7% | $145,922-60.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 27.38% | 202.98%-175.6pp | 133.20%-105.8pp | 561.29%-533.9pp |
| Employer contribution / active EE | $761 | $3,090-75.4% | $2,420-68.5% | $4,660-83.7% |
| Participant deferral / active EE | $9,186 | $4,912+87.0% | $4,411+108.2% | $6,688+37.4% |
| Admin fee / account holder | $71 | $10,250-99.3% | $8,285-99.1% | $13,397-99.5% |