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 6-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 | $25,707 | $115,882-77.8% | $100,516-74.4% | $158,922-83.8% |
| Participation rate | 44.4% | 81.6%-37.1pp | 79.4%-35.0pp | 82.0%-37.5pp |
| Annual return | 185.17% | 34.79%+150.4pp | 30.89%+154.3pp | 302.83%-117.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,598 | $6,674+28.8% | $6,270+37.1% | $5,982+43.7% |
| Admin fee / account holder | $171 | $10,995-98.4% | $8,081-97.9% | $11,246-98.5% |