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 | $37,084 | $27,915+32.8% | $58,482-36.6% | $75,163-50.7% |
| Participation rate | 12.1% | 38.8%-26.7pp | 50.9%-38.7pp | 67.2%-55.1pp |
| Annual return | 16.96% | 44.20%-27.2pp | 4239.32%-4222.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $153 | $669-77.1% | $1,053-85.5% | $2,670-94.3% |
| Participant deferral / active EE | $1,890 | $1,201+57.3% | $1,924-1.8% | $4,125-54.2% |
| Admin fee / account holder | $290 | $1,726-83.2% | $2,516-88.5% | $5,651-94.9% |