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 3-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 | $68,532 | $140,940-51.4% | $112,229-38.9% | $139,434-50.8% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 50.47% | 32.71%+17.8pp | 30.20%+20.3pp | 372.94%-322.5pp |
| Employer contribution / active EE | $3,818 | $4,283-10.9% | $3,430+11.3% | $4,751-19.6% |
| Participant deferral / active EE | $12,512 | $5,874+113.0% | $4,798+160.8% | $6,710+86.5% |
| Admin fee / account holder | $60 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |