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 | $72,071+62.8% | $68,368+71.7% | $137,256-14.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 23.98% | 353.14%-329.2pp | 292.57%-268.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $5,360 | $2,788+92.2% | $2,649+102.3% | $4,156+29.0% |
| Participant deferral / active EE | $18,167 | $4,410+311.9% | $4,123+340.6% | $6,407+183.6% |
| Admin fee / account holder | $249 | $5,336-95.3% | $5,150-95.2% | $12,270-98.0% |