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 | $59,429 | $72,071-17.5% | $68,368-13.1% | $137,256-56.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 18.41% | 353.14%-334.7pp | 292.57%-274.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,116 | $2,788-60.0% | $2,649-57.9% | $4,156-73.1% |
| Participant deferral / active EE | $19,347 | $4,410+338.7% | $4,123+369.3% | $6,407+202.0% |
| Admin fee / account holder | $296 | $5,336-94.4% | $5,150-94.2% | $12,270-97.6% |