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 | $45,978 | $106,515-56.8% | $96,683-52.4% | $139,434-67.0% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 21.63% | 38.43%-16.8pp | 35.69%-14.1pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,263 | $4,103-69.2% | $3,737-66.2% | $4,751-73.4% |
| Participant deferral / active EE | $8,579 | $5,454+57.3% | $4,878+75.9% | $6,710+27.8% |
| Admin fee / account holder | $144 | $7,877-98.2% | $6,730-97.9% | $11,403-98.7% |