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 | $3,685 | $81,625-95.5% | $58,482-93.7% | $139,434-97.4% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 23.64% | 7404.20%-7380.6pp | 4239.32%-4215.7pp | 372.94%-349.3pp |
| Employer contribution / active EE | $272 | $1,398-80.5% | $1,053-74.2% | $4,751-94.3% |
| Participant deferral / active EE | $429 | $2,557-83.2% | $1,924-77.7% | $6,710-93.6% |
| Admin fee / account holder | $23 | $3,265-99.3% | $2,516-99.1% | $11,403-99.8% |