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 6-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 | $18,200 | $118,450-84.6% | $98,439-81.5% | $139,434-86.9% |
| Participation rate | 47.1% | 77.4%-30.4pp | 75.2%-28.1pp | 80.3%-33.3pp |
| Annual return | 81.59% | 18.94%+62.6pp | 21.16%+60.4pp | 372.94%-291.4pp |
| Employer contribution / active EE | $1,403 | $3,609-61.1% | $3,048-54.0% | $4,751-70.5% |
| Participant deferral / active EE | $4,174 | $5,392-22.6% | $4,738-11.9% | $6,710-37.8% |
| Admin fee / account holder | $110 | $14,026-99.2% | $8,948-98.8% | $11,403-99.0% |