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 | $39,866 | $29,660+34.4% | $56,411-29.3% | $80,856-50.7% |
| Participation rate | 20.0% | 41.6%-21.6pp | 52.5%-32.5pp | 67.6%-47.6pp |
| Annual return | 13.02% | 35.23%-22.2pp | 1701.33%-1688.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $336 | $669-49.9% | $1,039-67.7% | $2,755-87.8% |
| Participant deferral / active EE | $1,681 | $1,226+37.1% | $1,952-13.9% | $4,296-60.9% |
| Admin fee / account holder | $20 | $2,428-99.2% | $2,829-99.3% | $6,918-99.7% |