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 5-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 | $25,046 | $102,604-75.6% | $86,188-70.9% | $139,434-82.0% |
| Participation rate | 53.3% | 74.5%-21.2pp | 69.0%-15.6pp | 80.3%-27.0pp |
| Annual return | 33.78% | 1922.51%-1888.7pp | 1168.45%-1134.7pp | 372.94%-339.2pp |
| Employer contribution / active EE | $1,053 | $3,032-65.3% | $2,380-55.8% | $4,751-77.8% |
| Participant deferral / active EE | $4,857 | $4,676+3.9% | $3,985+21.9% | $6,710-27.6% |
| Admin fee / account holder | $20 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |