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 | $19,099 | $133,922-85.7% | $116,228-83.6% | $142,382-86.6% |
| Participation rate | 47.8% | 77.9%-30.0pp | 74.6%-26.7pp | 80.1%-32.3pp |
| Annual return | 47.64% | 147.76%-100.1pp | 90.06%-42.4pp | 217.08%-169.4pp |
| Employer contribution / active EE | $1,497 | $3,446-56.5% | $2,994-50.0% | $4,299-65.2% |
| Participant deferral / active EE | $4,699 | $5,672-17.2% | $4,953-5.1% | $6,507-27.8% |
| Admin fee / account holder | $41 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |