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 | $39,250 | $117,841-66.7% | $102,423-61.7% | $145,922-73.1% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 24.04% | 31.65%-7.6pp | 29.32%-5.3pp | 561.29%-537.2pp |
| Employer contribution / active EE | $1,432 | $3,615-60.4% | $3,023-52.6% | $4,660-69.3% |
| Participant deferral / active EE | $4,405 | $5,731-23.1% | $5,053-12.8% | $6,688-34.1% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |