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 | $106,323 | $76,738+38.6% | $56,411+88.5% | $145,922-27.1% |
| Participation rate | 16.7% | 63.2%-46.5pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 16.32% | 2994.23%-2977.9pp | 1701.33%-1685.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $177 | $1,380-87.1% | $1,039-82.9% | $4,660-96.2% |
| Participant deferral / active EE | $3,192 | $2,623+21.7% | $1,952+63.5% | $6,688-52.3% |
| Admin fee / account holder | $109 | $3,334-96.7% | $2,829-96.1% | $13,397-99.2% |