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 5-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 | $32,688 | $138,044-76.3% | $125,339-73.9% | $134,475-75.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -6.68% | 750.33%-757.0pp | 572.05%-578.7pp | 417.96%-424.6pp |
| Employer contribution / active EE | $3,606 | $5,243-31.2% | $4,814-25.1% | $4,740-23.9% |
| Participant deferral / active EE | $10,796 | $7,799+38.4% | $7,446+45.0% | $6,400+68.7% |
| Admin fee / account holder | $24 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |