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 6-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 | $34,367 | $98,750-65.2% | $149,696-77.0% | $79,858-57.0% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.6%-13.6pp |
| Annual return | 71.47% | 27.43%+44.0pp | 276.60%-205.1pp | 31.71%+39.8pp |
| Employer contribution / active EE | $2,800 | $3,216-12.9% | $4,644-39.7% | $2,471+13.3% |
| Participant deferral / active EE | $5,199 | $5,680-8.5% | $6,842-24.0% | $3,740+39.0% |
| Admin fee / account holder | $169 | $6,053-97.2% | $9,309-98.2% | $5,306-96.8% |