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 | $59,973 | $159,901-62.5% | $146,958-59.2% | $145,922-58.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.29% | 98.13%-82.8pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,259 | $5,286-76.2% | $4,933-74.5% | $4,660-73.0% |
| Participant deferral / active EE | $8,024 | $8,428-4.8% | $8,070-0.6% | $6,688+20.0% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |