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 | $42,842 | $27,915+53.5% | $58,482-26.7% | $75,163-43.0% |
| Participation rate | 22.9% | 38.8%-16.0pp | 50.9%-28.0pp | 67.2%-44.3pp |
| Annual return | 20.88% | 44.20%-23.3pp | 4239.32%-4218.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $374 | $669-44.1% | $1,053-64.5% | $2,670-86.0% |
| Participant deferral / active EE | $1,581 | $1,201+31.6% | $1,924-17.8% | $4,125-61.7% |
| Admin fee / account holder | $226 | $1,726-86.9% | $2,516-91.0% | $5,651-96.0% |