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 8-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 | $44,960 | $138,044-67.4% | $125,339-64.1% | $134,475-66.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.77% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,538 | $5,243-70.7% | $4,814-68.0% | $4,740-67.5% |
| Participant deferral / active EE | $9,923 | $7,799+27.2% | $7,446+33.3% | $6,400+55.1% |
| Admin fee / account holder | $208 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |