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 9-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 | $52,702 | $37,426+40.8% | $77,482-32.0% | $79,858-34.0% |
| Participation rate | 54.1% | 41.5%+12.5pp | 54.2%-0.1pp | 69.6%-15.6pp |
| Annual return | 22.01% | 39.70%-17.7pp | 54.79%-32.8pp | 31.71%-9.7pp |
| Employer contribution / active EE | $467 | $637-26.7% | $986-52.7% | $2,471-81.1% |
| Participant deferral / active EE | $676 | $1,260-46.4% | $1,861-63.7% | $3,740-81.9% |
| Admin fee / account holder | $3 | $2,504-99.9% | $2,858-99.9% | $5,306-100.0% |