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 | $73,848 | $106,515-30.7% | $96,683-23.6% | $139,434-47.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 24.15% | 38.43%-14.3pp | 35.69%-11.5pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,819 | $4,103-55.7% | $3,737-51.3% | $4,751-61.7% |
| Participant deferral / active EE | $14,867 | $5,454+172.6% | $4,878+204.8% | $6,710+121.6% |
| Admin fee / account holder | $129 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |