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 | $22,429 | $96,635-76.8% | $86,612-74.1% | $139,434-83.9% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 38.99% | 106.41%-67.4pp | 591.07%-552.1pp | 372.94%-333.9pp |
| Employer contribution / active EE | $3,005 | $3,263-7.9% | $3,022-0.6% | $4,751-36.7% |
| Participant deferral / active EE | $7,317 | $4,836+51.3% | $4,438+64.9% | $6,710+9.0% |
| Admin fee / account holder | $140 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |