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 | $39,064 | $65,561-40.4% | $86,188-54.7% | $75,163-48.0% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.0%-11.8pp | 67.2%-10.0pp |
| Annual return | 25.73% | 46.05%-20.3pp | 1168.45%-1142.7pp | 160.62%-134.9pp |
| Employer contribution / active EE | $3,205 | $1,553+106.4% | $2,380+34.6% | $2,670+20.0% |
| Participant deferral / active EE | $5,530 | $3,024+82.9% | $3,985+38.8% | $4,125+34.1% |
| Admin fee / account holder | $217 | $5,474-96.0% | $6,852-96.8% | $5,651-96.2% |