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 9-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 | $77,624 | $45,152+71.9% | $73,843+5.1% | $59,632+30.2% |
| Participation rate | 26.7% | 64.0%-37.4pp | 73.4%-46.8pp | 68.7%-42.0pp |
| Annual return | -2.05% | 27.40%-29.4pp | 2267.84%-2269.9pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $655 | $1,902-65.5% | $2,787-76.5% | $2,203-70.2% |
| Participant deferral / active EE | $1,617 | $2,574-37.2% | $3,583-54.9% | $3,192-49.3% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |