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 | $15,764 | $27,915-43.5% | $58,482-73.0% | $75,163-79.0% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 21.11% | 44.20%-23.1pp | 4239.32%-4218.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $624 | $669-6.8% | $1,053-40.8% | $2,670-76.6% |
| Participant deferral / active EE | $1,356 | $1,201+12.9% | $1,924-29.5% | $4,125-67.1% |
| Admin fee / account holder | $199 | $1,726-88.5% | $2,516-92.1% | $5,651-96.5% |