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 | $32,897 | $70,756-53.5% | $65,493-49.8% | $142,382-76.9% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 15.75% | 1754.89%-1739.1pp | 982.45%-966.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,274 | $2,881-55.8% | $2,574-50.5% | $4,299-70.4% |
| Participant deferral / active EE | $3,114 | $4,637-32.9% | $3,961-21.4% | $6,507-52.1% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |