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 7-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 | $63,910 | $27,915+128.9% | $58,482+9.3% | $75,163-15.0% |
| Participation rate | 11.4% | 38.8%-27.4pp | 50.9%-39.4pp | 67.2%-55.8pp |
| Annual return | 22.25% | 44.20%-22.0pp | 4239.32%-4217.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $832 | $1,201-30.8% | $1,924-56.8% | $4,125-79.8% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |