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 6-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 | $18,457 | $81,625-77.4% | $58,482-68.4% | $139,434-86.8% |
| Participation rate | 52.6% | 61.3%-8.7pp | 50.9%+1.8pp | 80.3%-27.7pp |
| Annual return | 21.28% | 7404.20%-7382.9pp | 4239.32%-4218.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $617 | $1,398-55.8% | $1,053-41.4% | $4,751-87.0% |
| Participant deferral / active EE | $2,732 | $2,557+6.9% | $1,924+42.0% | $6,710-59.3% |
| Admin fee / account holder | $88 | $3,265-97.3% | $2,516-96.5% | $11,403-99.2% |