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 | $5,832 | $74,888-92.2% | $71,209-91.8% | $142,382-95.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 20.21% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $640 | $2,854-77.6% | $2,721-76.5% | $4,299-85.1% |
| Participant deferral / active EE | $890 | $4,454-80.0% | $4,175-78.7% | $6,507-86.3% |
| Admin fee / account holder | $25 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |