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 | $67,445 | $72,071-6.4% | $68,368-1.4% | $137,256-50.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 77.03% | 353.14%-276.1pp | 292.57%-215.5pp | 220.34%-143.3pp |
| Employer contribution / active EE | $1,774 | $2,788-36.4% | $2,649-33.0% | $4,156-57.3% |
| Participant deferral / active EE | $11,234 | $4,410+154.7% | $4,123+172.5% | $6,407+75.3% |
| Admin fee / account holder | $42 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |