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 | $33,429 | $159,901-79.1% | $146,958-77.3% | $145,922-77.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.09% | 98.13%-78.0pp | 418.34%-398.3pp | 561.29%-541.2pp |
| Employer contribution / active EE | $4,290 | $5,286-18.8% | $4,933-13.0% | $4,660-7.9% |
| Participant deferral / active EE | $5,604 | $8,428-33.5% | $8,070-30.6% | $6,688-16.2% |
| Admin fee / account holder | $39 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |