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 4-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 | $117,363 | $74,888+56.7% | $71,209+64.8% | $142,382-17.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 23.98% | 345.14%-321.2pp | 282.51%-258.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $5,360 | $2,854+87.8% | $2,721+97.0% | $4,299+24.7% |
| Participant deferral / active EE | $18,167 | $4,454+307.8% | $4,175+335.1% | $6,507+179.2% |
| Admin fee / account holder | $249 | $5,568-95.5% | $5,349-95.4% | $12,624-98.0% |