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 | $10,278 | $108,642-90.5% | $74,701-86.2% | $152,861-93.3% |
| Participation rate | 55.6% | 65.3%-9.8pp | 54.5%+1.1pp | 82.4%-26.9pp |
| Annual return | 33.89% | 114.06%-80.2pp | 752.92%-719.0pp | 345.32%-311.4pp |
| Employer contribution / active EE | $525 | $1,503-65.1% | $1,084-51.6% | $4,762-89.0% |
| Participant deferral / active EE | $3,152 | $2,712+16.2% | $1,964+60.5% | $5,850-46.1% |
| Admin fee / account holder | $193 | $4,902-96.1% | $3,333-94.2% | $11,596-98.3% |