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 | $32,379 | $96,635-66.5% | $86,612-62.6% | $139,434-76.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 27.35% | 106.41%-79.1pp | 591.07%-563.7pp | 372.94%-345.6pp |
| Employer contribution / active EE | $2,573 | $3,263-21.2% | $3,022-14.9% | $4,751-45.8% |
| Participant deferral / active EE | $4,911 | $4,836+1.5% | $4,438+10.7% | $6,710-26.8% |
| Admin fee / account holder | $119 | $6,408-98.1% | $5,614-97.9% | $11,403-99.0% |