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 | $7,420 | $29,660-75.0% | $56,411-86.8% | $80,856-90.8% |
| Participation rate | 48.0% | 41.6%+6.4pp | 52.5%-4.5pp | 67.6%-19.6pp |
| Annual return | 24.03% | 35.23%-11.2pp | 1701.33%-1677.3pp | 35.59%-11.6pp |
| Employer contribution / active EE | $594 | $669-11.2% | $1,039-42.8% | $2,755-78.4% |
| Participant deferral / active EE | $1,450 | $1,226+18.3% | $1,952-25.7% | $4,296-66.2% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |