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 | $28,736 | $148,534-80.7% | $135,903-78.9% | $139,434-79.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 30.78% | 79.19%-48.4pp | 68.23%-37.5pp | 372.94%-342.2pp |
| Employer contribution / active EE | $1,123 | $5,243-78.6% | $4,856-76.9% | $4,751-76.4% |
| Participant deferral / active EE | $9,554 | $8,100+18.0% | $7,758+23.2% | $6,710+42.4% |
| Admin fee / account holder | $17 | $12,400-99.9% | $10,762-99.8% | $11,403-99.9% |