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 8-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 | $110,408 | $44,103+150.3% | $75,826+45.6% | $64,186+72.0% |
| Participation rate | 62.5% | 62.7%-0.2pp | 68.2%-5.7pp | 69.6%-7.1pp |
| Annual return | -7.12% | -4.72%-2.4pp | 1914.15%-1921.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,009 | $1,446+39.0% | $1,913+5.0% | $2,381-15.6% |
| Participant deferral / active EE | $3,746 | $2,204+70.0% | $2,862+30.9% | $3,470+8.0% |
| Admin fee / account holder | $8 | $3,506-99.8% | $4,726-99.8% | $4,888-99.8% |