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 | $100,287 | $99,877+0.4% | $84,966+18.0% | $145,922-31.3% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 12.47% | 83.76%-71.3pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,610 | $3,231-50.2% | $2,727-41.0% | $4,660-65.5% |
| Participant deferral / active EE | $4,083 | $5,291-22.8% | $4,519-9.7% | $6,688-38.9% |
| Admin fee / account holder | $203 | $7,248-97.2% | $6,149-96.7% | $13,397-98.5% |