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 | $9,926 | $76,738-87.1% | $56,411-82.4% | $145,922-93.2% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.1pp |
| Annual return | 19.07% | 2994.23%-2975.2pp | 1701.33%-1682.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $877 | $1,380-36.4% | $1,039-15.5% | $4,660-81.2% |
| Participant deferral / active EE | $2,173 | $2,623-17.1% | $1,952+11.3% | $6,688-67.5% |
| Admin fee / account holder | $23 | $3,334-99.3% | $2,829-99.2% | $13,397-99.8% |