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 | $27,386 | $126,574-78.4% | $106,213-74.2% | $145,922-81.2% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 12.49% | 224.79%-212.3pp | 116.14%-103.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $4,317 | $3,730+15.7% | $3,171+36.1% | $4,660-7.4% |
| Participant deferral / active EE | $4,317 | $5,724-24.6% | $5,016-13.9% | $6,688-35.5% |
| Admin fee / account holder | $119 | $17,304-99.3% | $11,033-98.9% | $13,397-99.1% |