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 | $30,047 | $27,915+7.6% | $58,482-48.6% | $75,163-60.0% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 19.99% | 44.20%-24.2pp | 4239.32%-4219.3pp | 160.62%-140.6pp |
| Employer contribution / active EE | $538 | $669-19.6% | $1,053-49.0% | $2,670-79.9% |
| Participant deferral / active EE | $1,864 | $1,201+55.2% | $1,924-3.1% | $4,125-54.8% |
| Admin fee / account holder | $209 | $1,726-87.9% | $2,516-91.7% | $5,651-96.3% |