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 5-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 | $14,109 | $133,958-89.5% | $112,228-87.4% | $134,475-89.5% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | 149.55% | 47.11%+102.4pp | 27.45%+122.1pp | 417.96%-268.4pp |
| Employer contribution / active EE | $2,306 | $4,038-42.9% | $3,635-36.6% | $4,740-51.3% |
| Participant deferral / active EE | $1,966 | $5,291-62.8% | $4,728-58.4% | $6,400-69.3% |
| Admin fee / account holder | $103 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |