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 | $18,721 | $106,515-82.4% | $96,683-80.6% | $139,434-86.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 35.09% | 38.43%-3.3pp | 35.69%-0.6pp | 372.94%-337.8pp |
| Employer contribution / active EE | $1,936 | $4,103-52.8% | $3,737-48.2% | $4,751-59.3% |
| Participant deferral / active EE | $6,239 | $5,454+14.4% | $4,878+27.9% | $6,710-7.0% |
| Admin fee / account holder | $60 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |