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 | $19,014 | $84,402-77.5% | $61,373-69.0% | $134,475-85.9% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -16.29% | 584.55%-600.8pp | 338.61%-354.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,928 | $1,544+283.8% | $1,159+411.3% | $4,740+25.1% |
| Participant deferral / active EE | $9,000 | $2,819+219.3% | $2,125+323.5% | $6,400+40.6% |
| Admin fee / account holder | $41 | $2,585-98.4% | $2,130-98.1% | $11,426-99.6% |