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 | $35,006 | $96,635-63.8% | $86,612-59.6% | $139,434-74.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 36.67% | 106.41%-69.7pp | 591.07%-554.4pp | 372.94%-336.3pp |
| Employer contribution / active EE | $3,880 | $3,263+18.9% | $3,022+28.4% | $4,751-18.3% |
| Participant deferral / active EE | $8,672 | $4,836+79.3% | $4,438+95.4% | $6,710+29.2% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |