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 | $32,650 | $103,376-68.4% | $87,100-62.5% | $152,861-78.6% |
| Participation rate | 27.8% | 79.3%-51.6pp | 76.9%-49.1pp | 82.4%-54.7pp |
| Annual return | 44.13% | 28.10%+16.0pp | 28.19%+15.9pp | 345.32%-301.2pp |
| Employer contribution / active EE | $1,371 | $3,220-57.4% | $2,521-45.6% | $4,762-71.2% |
| Participant deferral / active EE | $5,468 | $4,778+14.5% | $4,049+35.1% | $5,850-6.5% |
| Admin fee / account holder | $78 | $12,205-99.4% | $7,497-99.0% | $11,596-99.3% |