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 | $26,189 | $118,450-77.9% | $98,439-73.4% | $139,434-81.2% |
| Participation rate | 42.9% | 77.4%-34.6pp | 75.2%-32.3pp | 80.3%-37.5pp |
| Annual return | 46.94% | 18.94%+28.0pp | 21.16%+25.8pp | 372.94%-326.0pp |
| Employer contribution / active EE | $2,906 | $3,609-19.5% | $3,048-4.7% | $4,751-38.8% |
| Participant deferral / active EE | $3,441 | $5,392-36.2% | $4,738-27.4% | $6,710-48.7% |
| Admin fee / account holder | $110 | $14,026-99.2% | $8,948-98.8% | $11,403-99.0% |