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 | $20,474 | $49,173-58.4% | $121,098-83.1% | $75,163-72.8% |
| Participation rate | 66.7% | 55.4%+11.3pp | 69.5%-2.8pp | 67.2%-0.5pp |
| Annual return | 21.30% | 55.99%-34.7pp | 985.75%-964.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,440 | $1,546-6.8% | $4,164-65.4% | $2,670-46.0% |
| Participant deferral / active EE | $3,322 | $2,628+26.4% | $4,080-18.6% | $4,125-19.5% |
| Admin fee / account holder | $243 | $3,942-93.8% | $5,644-95.7% | $5,651-95.7% |