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 7-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 | $59,123 | $57,016+3.7% | $84,966-30.4% | $80,856-26.9% |
| Participation rate | 35.3% | 56.3%-21.1pp | 67.5%-32.2pp | 67.6%-32.3pp |
| Annual return | 12.76% | 21.66%-8.9pp | 66.38%-53.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,885 | $1,798+4.8% | $2,727-30.9% | $2,755-31.6% |
| Participant deferral / active EE | $2,536 | $3,110-18.4% | $4,519-43.9% | $4,296-41.0% |
| Admin fee / account holder | $20 | $4,980-99.6% | $6,149-99.7% | $6,918-99.7% |