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 7-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 | $57,376 | $48,046+19.4% | $84,611-32.2% | $72,985-21.4% |
| Participation rate | 65.5% | 57.6%+7.9pp | 68.2%-2.7pp | 69.5%-4.0pp |
| Annual return | 24.06% | 37.38%-13.3pp | 258.74%-234.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,300 | $1,602-18.9% | $2,652-51.0% | $2,440-46.7% |
| Participant deferral / active EE | $1,774 | $2,680-33.8% | $3,899-54.5% | $3,607-50.8% |
| Admin fee / account holder | $11 | $3,395-99.7% | $4,912-99.8% | $5,124-99.8% |