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 | $23,220 | $176,056-86.8% | $159,436-85.4% | $167,490-86.1% |
| Participation rate | 20.0% | 84.9%-64.9pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 24.31% | 331.75%-307.4pp | 263.57%-239.3pp | 478.56%-454.2pp |
| Employer contribution / active EE | $958 | $5,297-81.9% | $4,829-80.2% | $4,837-80.2% |
| Participant deferral / active EE | $4,219 | $7,750-45.6% | $7,352-42.6% | $6,341-33.5% |
| Admin fee / account holder | $21 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |