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 8-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 | $66,670 | $108,172-38.4% | $77,482-14.0% | $158,922-58.0% |
| Participation rate | 17.6% | 64.4%-46.8pp | 54.2%-36.5pp | 82.0%-64.3pp |
| Annual return | 25.15% | 31.67%-6.5pp | 54.79%-29.6pp | 302.83%-277.7pp |
| Employer contribution / active EE | $118 | $1,325-91.1% | $986-88.1% | $4,761-97.5% |
| Participant deferral / active EE | $3,324 | $2,456+35.3% | $1,861+78.6% | $5,982-44.4% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |