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 | $106,652 | $60,124+77.4% | $90,404+18.0% | $79,858+33.6% |
| Participation rate | 38.0% | 65.0%-27.0pp | 72.7%-34.7pp | 69.6%-31.6pp |
| Annual return | 35.35% | 71.94%-36.6pp | 1293.02%-1257.7pp | 31.71%+3.6pp |
| Employer contribution / active EE | $2,073 | $2,068+0.3% | $3,262-36.4% | $2,471-16.1% |
| Participant deferral / active EE | $5,055 | $2,938+72.1% | $3,963+27.6% | $3,740+35.2% |
| Admin fee / account holder | $9 | $3,976-99.8% | $5,611-99.8% | $5,306-99.8% |