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 | $55,409 | $183,519-69.8% | $155,509-64.4% | $145,922-62.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 42.46% | 61.17%-18.7pp | 64.67%-22.2pp | 561.29%-518.8pp |
| Employer contribution / active EE | $3,193 | $5,313-39.9% | $4,672-31.7% | $4,660-31.5% |
| Participant deferral / active EE | $5,823 | $6,462-9.9% | $5,626+3.5% | $6,688-12.9% |
| Admin fee / account holder | $40 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |