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 | $64,674 | $70,756-8.6% | $65,493-1.3% | $142,382-54.6% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 22.05% | 1754.89%-1732.8pp | 982.45%-960.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,955 | $2,881-32.1% | $2,574-24.0% | $4,299-54.5% |
| Participant deferral / active EE | $10,227 | $4,637+120.5% | $3,961+158.2% | $6,507+57.2% |
| Admin fee / account holder | $107 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |