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 | $31,577 | $29,660+6.5% | $56,411-44.0% | $80,856-60.9% |
| Participation rate | 39.3% | 41.6%-2.4pp | 52.5%-13.2pp | 67.6%-28.4pp |
| Annual return | 14.74% | 35.23%-20.5pp | 1701.33%-1686.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $479 | $669-28.5% | $1,039-53.9% | $2,755-82.6% |
| Participant deferral / active EE | $1,280 | $1,226+4.4% | $1,952-34.4% | $4,296-70.2% |
| Admin fee / account holder | $221 | $2,428-90.9% | $2,829-92.2% | $6,918-96.8% |