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 | $49,528 | $27,915+77.4% | $58,482-15.3% | $75,163-34.1% |
| Participation rate | 9.7% | 38.8%-29.2pp | 50.9%-41.2pp | 67.2%-57.5pp |
| Annual return | 21.13% | 44.20%-23.1pp | 4239.32%-4218.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $339 | $669-49.4% | $1,053-67.8% | $2,670-87.3% |
| Participant deferral / active EE | $1,862 | $1,201+55.0% | $1,924-3.2% | $4,125-54.9% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |