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 | $26,225 | $159,602-83.6% | $150,045-82.5% | $142,382-81.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 27.03% | 70.24%-43.2pp | 62.55%-35.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $3,281 | $4,961-33.9% | $4,693-30.1% | $4,299-23.7% |
| Participant deferral / active EE | $5,987 | $8,310-28.0% | $7,997-25.1% | $6,507-8.0% |
| Admin fee / account holder | $49 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |