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 8-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 | $80,670 | $43,723+84.5% | $121,196-33.4% | $64,186+25.7% |
| Participation rate | 69.2% | 58.3%+10.9pp | 71.7%-2.5pp | 69.6%-0.3pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $591 | $1,296-54.4% | $4,022-85.3% | $2,381-75.2% |
| Participant deferral / active EE | $1,826 | $2,280-19.9% | $3,344-45.4% | $3,470-47.4% |
| Admin fee / account holder | $231 | $3,501-93.4% | $5,019-95.4% | $4,888-95.3% |