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 5-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 | $18,900 | $109,817-82.8% | $98,442-80.8% | $167,490-88.7% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 22.34% | 1956.69%-1934.4pp | 1492.73%-1470.4pp | 478.56%-456.2pp |
| Employer contribution / active EE | $3,543 | $3,224+9.9% | $2,960+19.7% | $4,837-26.8% |
| Participant deferral / active EE | $6,769 | $4,673+44.8% | $4,276+58.3% | $6,341+6.7% |
| Admin fee / account holder | $7 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |