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 | $41,824 | $138,044-69.7% | $125,339-66.6% | $134,475-68.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.45% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $7,911 | $5,243+50.9% | $4,814+64.3% | $4,740+66.9% |
| Participant deferral / active EE | $12,286 | $7,799+57.5% | $7,446+65.0% | $6,400+92.0% |
| Admin fee / account holder | $52 | $11,571-99.6% | $10,010-99.5% | $11,426-99.5% |