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 | $20,504 | $27,915-26.6% | $58,482-64.9% | $75,163-72.7% |
| Participation rate | 12.2% | 38.8%-26.6pp | 50.9%-38.7pp | 67.2%-55.0pp |
| Annual return | 19.60% | 44.20%-24.6pp | 4239.32%-4219.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $543 | $1,201-54.8% | $1,924-71.8% | $4,125-86.8% |
| Admin fee / account holder | $259 | $1,726-85.0% | $2,516-89.7% | $5,651-95.4% |