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 | $48,969 | $43,723+12.0% | $121,196-59.6% | $64,186-23.7% |
| Participation rate | 31.3% | 58.3%-27.1pp | 71.7%-40.5pp | 69.6%-38.3pp |
| Annual return | 12.13% | 68.91%-56.8pp | 16.93%-4.8pp | 7.63%+4.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,010 | $2,280-55.7% | $3,344-69.8% | $3,470-70.9% |
| Admin fee / account holder | $29 | $3,501-99.2% | $5,019-99.4% | $4,888-99.4% |