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 | $48,065 | $96,635-50.3% | $86,612-44.5% | $139,434-65.5% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 20.78% | 106.41%-85.6pp | 591.07%-570.3pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,231 | $3,263-62.3% | $3,022-59.3% | $4,751-74.1% |
| Participant deferral / active EE | $2,279 | $4,836-52.9% | $4,438-48.7% | $6,710-66.0% |
| Admin fee / account holder | $91 | $6,408-98.6% | $5,614-98.4% | $11,403-99.2% |