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 9-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 | $28,860 | $29,660-2.7% | $56,411-48.8% | $80,856-64.3% |
| Participation rate | 19.2% | 41.6%-22.4pp | 52.5%-33.2pp | 67.6%-48.4pp |
| Annual return | 11.49% | 35.23%-23.7pp | 1701.33%-1689.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $385 | $669-42.5% | $1,039-63.0% | $2,755-86.0% |
| Participant deferral / active EE | $567 | $1,226-53.8% | $1,952-71.0% | $4,296-86.8% |
| Admin fee / account holder | $287 | $2,428-88.2% | $2,829-89.9% | $6,918-95.9% |