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 5-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 | $19,166 | $93,024-79.4% | $77,024-75.1% | $134,475-85.7% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | 23.85% | 62.60%-38.7pp | 42.32%-18.5pp | 417.96%-394.1pp |
| Employer contribution / active EE | $1,417 | $3,418-58.5% | $2,812-49.6% | $4,740-70.1% |
| Participant deferral / active EE | $2,096 | $5,238-60.0% | $4,426-52.7% | $6,400-67.3% |
| Admin fee / account holder | $12 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |