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 | $25,338 | $106,515-76.2% | $96,683-73.8% | $139,434-81.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 39.99% | 38.43%+1.6pp | 35.69%+4.3pp | 372.94%-333.0pp |
| Employer contribution / active EE | $6,359 | $4,103+55.0% | $3,737+70.2% | $4,751+33.9% |
| Participant deferral / active EE | $12,125 | $5,454+122.3% | $4,878+148.5% | $6,710+80.7% |
| Admin fee / account holder | $250 | $7,877-96.8% | $6,730-96.3% | $11,403-97.8% |