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 6-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 | $35,856 | $88,751-59.6% | $81,812-56.2% | $145,922-75.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.3%-29.5pp | 80.3%-37.4pp |
| Annual return | 13.44% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,126 | $3,083-31.1% | $2,912-27.0% | $4,660-54.4% |
| Participant deferral / active EE | $1,938 | $4,643-58.3% | $4,319-55.1% | $6,688-71.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |