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 | $77,202 | $29,667+160.2% | $56,441+36.8% | $80,874-4.5% |
| Participation rate | 17.4% | 41.7%-24.3pp | 52.5%-35.1pp | 67.6%-50.3pp |
| Annual return | 15.51% | 35.22%-19.7pp | 1704.21%-1688.7pp | 35.62%-20.1pp |
| Employer contribution / active EE | $517 | $669-22.8% | $1,039-50.3% | $2,756-81.2% |
| Participant deferral / active EE | $1,914 | $1,227+56.0% | $1,953-2.0% | $4,297-55.5% |
| Admin fee / account holder | $75 | $2,429-96.9% | $2,829-97.4% | $6,935-98.9% |