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 | $24,884 | $127,065-80.4% | $113,168-78.0% | $142,382-82.5% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 46.63% | 24.03%+22.6pp | 24.27%+22.4pp | 217.08%-170.4pp |
| Employer contribution / active EE | $8,329 | $3,442+142.0% | $2,975+179.9% | $4,299+93.7% |
| Participant deferral / active EE | $7,378 | $5,716+29.1% | $5,107+44.5% | $6,507+13.4% |
| Admin fee / account holder | $104 | $15,736-99.3% | $12,068-99.1% | $12,624-99.2% |