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 5-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 | $106,169 | $116,167-8.6% | $64,489+64.6% | $137,256-22.6% |
| Participation rate | 25.0% | 68.2%-43.2pp | 67.7%-42.7pp | 80.0%-55.0pp |
| Annual return | 56.83% | 36.55%+20.3pp | 55.03%+1.8pp | 220.34%-163.5pp |
| Employer contribution / active EE | $290 | $2,483-88.3% | $1,523-80.9% | $4,156-93.0% |
| Participant deferral / active EE | $541 | $4,215-87.2% | $2,778-80.5% | $6,407-91.6% |
| Admin fee / account holder | $13 | $6,188-99.8% | $4,260-99.7% | $12,270-99.9% |