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 | $39,666 | $76,738-48.3% | $56,411-29.7% | $145,922-72.8% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 7.74% | 2994.23%-2986.5pp | 1701.33%-1693.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $532 | $1,380-61.4% | $1,039-48.8% | $4,660-88.6% |
| Participant deferral / active EE | $1,358 | $2,623-48.2% | $1,952-30.4% | $6,688-79.7% |
| Admin fee / account holder | $111 | $3,334-96.7% | $2,829-96.1% | $13,397-99.2% |