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 3-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 | $23,596 | $106,515-77.8% | $96,683-75.6% | $139,434-83.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 33.84% | 38.43%-4.6pp | 35.69%-1.9pp | 372.94%-339.1pp |
| Employer contribution / active EE | $2,656 | $4,103-35.3% | $3,737-28.9% | $4,751-44.1% |
| Participant deferral / active EE | $6,491 | $5,454+19.0% | $4,878+33.1% | $6,710-3.3% |
| Admin fee / account holder | $133 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |