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 7-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 | $72,765 | $37,426+94.4% | $77,482-6.1% | $79,858-8.9% |
| Participation rate | 18.6% | 41.5%-22.9pp | 54.2%-35.6pp | 69.6%-51.0pp |
| Annual return | 16.22% | 39.70%-23.5pp | 54.79%-38.6pp | 31.71%-15.5pp |
| Employer contribution / active EE | $155 | $637-75.6% | $986-84.2% | $2,471-93.7% |
| Participant deferral / active EE | $1,020 | $1,260-19.1% | $1,861-45.2% | $3,740-72.7% |
| Admin fee / account holder | $283 | $2,504-88.7% | $2,858-90.1% | $5,306-94.7% |