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 | $106,635 | $99,877+6.8% | $84,966+25.5% | $145,922-26.9% |
| Participation rate | 26.3% | 74.1%-47.8pp | 67.5%-41.2pp | 80.3%-54.0pp |
| Annual return | 19.91% | 83.76%-63.9pp | 66.38%-46.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,098 | $3,231-66.0% | $2,727-59.8% | $4,660-76.4% |
| Participant deferral / active EE | $1,383 | $5,291-73.9% | $4,519-69.4% | $6,688-79.3% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |