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 | $38,436 | $117,859-67.4% | $102,438-62.5% | $145,959-73.7% |
| Participation rate | 68.8% | 78.6%-9.8pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 13.42% | 31.72%-18.3pp | 29.37%-15.9pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,078 | $3,615-42.5% | $3,024-31.3% | $4,661-55.4% |
| Participant deferral / active EE | $2,119 | $5,732-63.0% | $5,054-58.1% | $6,689-68.3% |
| Admin fee / account holder | $177 | $13,318-98.7% | $9,448-98.1% | $13,398-98.7% |