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 | $32,880 | $70,606-53.4% | $53,898-39.0% | $142,382-76.9% |
| Participation rate | 47.6% | 63.7%-16.1pp | 55.0%-7.3pp | 80.1%-32.5pp |
| Annual return | 28.36% | 619.81%-591.4pp | 528.60%-500.2pp | 217.08%-188.7pp |
| Employer contribution / active EE | $777 | $1,202-35.4% | $932-16.6% | $4,299-81.9% |
| Participant deferral / active EE | $2,681 | $2,364+13.4% | $1,826+46.8% | $6,507-58.8% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |