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 3-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 | $30,420 | $29,667+2.5% | $56,441-46.1% | $80,874-62.4% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.6%-53.9pp |
| Annual return | 21.54% | 35.22%-13.7pp | 1704.21%-1682.7pp | 35.62%-14.1pp |
| Employer contribution / active EE | $182 | $669-72.8% | $1,039-82.5% | $2,756-93.4% |
| Participant deferral / active EE | $973 | $1,227-20.6% | $1,953-50.2% | $4,297-77.3% |
| Admin fee / account holder | $9 | $2,429-99.6% | $2,829-99.7% | $6,935-99.9% |