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 | $18,488 | $70,606-73.8% | $53,898-65.7% | $142,382-87.0% |
| Participation rate | 68.4% | 63.7%+4.7pp | 55.0%+13.5pp | 80.1%-11.7pp |
| Annual return | 24.17% | 619.81%-595.6pp | 528.60%-504.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $866 | $1,202-27.9% | $932-7.0% | $4,299-79.8% |
| Participant deferral / active EE | $3,772 | $2,364+59.6% | $1,826+106.5% | $6,507-42.0% |
| Admin fee / account holder | $88 | $2,852-96.9% | $2,491-96.5% | $12,624-99.3% |