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 | $27,612 | $67,823-59.3% | $52,425-47.3% | $137,256-79.9% |
| Participation rate | 43.8% | 63.9%-20.2pp | 55.6%-11.9pp | 80.0%-36.2pp |
| Annual return | 22.48% | 219.11%-196.6pp | 302.12%-279.6pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,453 | $1,163+25.0% | $914+59.0% | $4,156-65.0% |
| Participant deferral / active EE | $1,629 | $2,288-28.8% | $1,790-9.0% | $6,407-74.6% |
| Admin fee / account holder | $109 | $2,844-96.2% | $2,495-95.6% | $12,270-99.1% |