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 | $20,039 | $49,922-59.9% | $80,569-75.1% | $75,163-73.3% |
| Participation rate | 59.4% | 55.3%+4.1pp | 67.0%-7.6pp | 67.2%-7.8pp |
| Annual return | 19.90% | 34.69%-14.8pp | 935.43%-915.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,744 | $1,698+2.7% | $2,723-36.0% | $2,670-34.7% |
| Participant deferral / active EE | $3,331 | $2,990+11.4% | $4,447-25.1% | $4,125-19.3% |
| Admin fee / account holder | $181 | $3,577-94.9% | $5,377-96.6% | $5,651-96.8% |