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 | $11,502 | $96,635-88.1% | $86,612-86.7% | $139,434-91.8% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 28.68% | 106.41%-77.7pp | 591.07%-562.4pp | 372.94%-344.3pp |
| Employer contribution / active EE | $3,120 | $3,263-4.4% | $3,022+3.2% | $4,751-34.3% |
| Participant deferral / active EE | $3,447 | $4,836-28.7% | $4,438-22.3% | $6,710-48.6% |
| Admin fee / account holder | $45 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |