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 | $50,947 | $99,652-48.9% | $78,778-35.3% | $147,584-65.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 11.56% | 47.28%-35.7pp | 35.62%-24.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,299 | $2,796-53.5% | $1,986-34.6% | $4,876-73.4% |
| Participant deferral / active EE | $5,682 | $3,664+55.1% | $2,958+92.1% | $5,439+4.5% |
| Admin fee / account holder | $7 | $7,155-99.9% | $5,134-99.9% | $10,885-99.9% |