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 6-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 | $57,595 | $76,738-24.9% | $56,411+2.1% | $145,922-60.5% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 13.04% | 2994.23%-2981.2pp | 1701.33%-1688.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,153 | $1,380+56.0% | $1,039+107.3% | $4,660-53.8% |
| Participant deferral / active EE | $6,572 | $2,623+150.6% | $1,952+236.7% | $6,688-1.7% |
| Admin fee / account holder | $114 | $3,334-96.6% | $2,829-96.0% | $13,397-99.2% |