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 | $12,329 | $97,125-87.3% | $86,233-85.7% | $137,256-91.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 14.98% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,160 | $2,841-59.2% | $2,504-53.7% | $4,156-72.1% |
| Participant deferral / active EE | $1,401 | $5,180-72.9% | $4,559-69.3% | $6,407-78.1% |
| Admin fee / account holder | $76 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |