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 | $20,859 | $176,056-88.2% | $159,436-86.9% | $167,490-87.5% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 23.20% | 331.75%-308.6pp | 263.57%-240.4pp | 478.56%-455.4pp |
| Employer contribution / active EE | $2,435 | $5,297-54.0% | $4,829-49.6% | $4,837-49.7% |
| Participant deferral / active EE | $3,411 | $7,750-56.0% | $7,352-53.6% | $6,341-46.2% |
| Admin fee / account holder | $137 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |