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 6-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 | $24,101 | $61,605-60.9% | $112,229-78.5% | $75,163-67.9% |
| Participation rate | 53.4% | 61.7%-8.2pp | 72.4%-19.0pp | 67.2%-13.7pp |
| Annual return | 50.41% | 28.47%+21.9pp | 30.20%+20.2pp | 160.62%-110.2pp |
| Employer contribution / active EE | $606 | $2,015-70.0% | $3,430-82.3% | $2,670-77.3% |
| Participant deferral / active EE | $1,515 | $3,108-51.3% | $4,798-68.4% | $4,125-63.3% |
| Admin fee / account holder | $59 | $4,862-98.8% | $7,748-99.2% | $5,651-99.0% |