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 | $32,194 | $148,534-78.3% | $135,903-76.3% | $139,434-76.9% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 991.11% | 79.19%+911.9pp | 68.23%+922.9pp | 372.94%+618.2pp |
| Employer contribution / active EE | $2,107 | $5,243-59.8% | $4,856-56.6% | $4,751-55.7% |
| Participant deferral / active EE | $3,948 | $8,100-51.3% | $7,758-49.1% | $6,710-41.2% |
| Admin fee / account holder | $243 | $12,400-98.0% | $10,762-97.7% | $11,403-97.9% |