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 4-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 | $23,759 | $60,022-60.4% | $88,946-73.3% | $84,808-72.0% |
| Participation rate | 41.5% | 57.8%-16.4pp | 68.8%-27.4pp | 68.3%-26.8pp |
| Annual return | 25.20% | 22.43%+2.8pp | 57.82%-32.6pp | 40.90%-15.7pp |
| Employer contribution / active EE | $1,208 | $1,703-29.0% | $2,555-52.7% | $2,631-54.1% |
| Participant deferral / active EE | $1,719 | $3,114-44.8% | $4,581-62.5% | $4,212-59.2% |
| Admin fee / account holder | $4 | $4,811-99.9% | $8,261-100.0% | $7,344-99.9% |