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 | $36,592 | $24,730+48.0% | $66,042-44.6% | $84,808-56.9% |
| Participation rate | 19.2% | 68.1%-48.9pp | 67.5%-48.3pp | 68.3%-49.1pp |
| Annual return | 15.58% | 79.55%-64.0pp | 52.11%-36.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $542 | $857-36.7% | $1,579-65.7% | $2,631-79.4% |
| Participant deferral / active EE | $1,397 | $1,737-19.6% | $2,835-50.7% | $4,212-66.8% |
| Admin fee / account holder | $33 | $3,014-98.9% | $5,747-99.4% | $7,344-99.5% |