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 3-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 | $23,451 | $178,174-86.8% | $156,181-85.0% | $137,256-82.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 26.63% | 84.19%-57.6pp | 64.87%-38.2pp | 220.34%-193.7pp |
| Employer contribution / active EE | $3,021 | $4,972-39.2% | $4,294-29.7% | $4,156-27.3% |
| Participant deferral / active EE | $6,647 | $6,888-3.5% | $6,132+8.4% | $6,407+3.7% |
| Admin fee / account holder | $37 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |