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 | $80,758 | $29,319+175.4% | $52,425+54.0% | $82,448-2.0% |
| Participation rate | 10.8% | 46.9%-36.0pp | 55.6%-44.8pp | 68.1%-57.3pp |
| Annual return | 24.37% | 535.20%-510.8pp | 302.12%-277.7pp | 41.64%-17.3pp |
| Employer contribution / active EE | $402 | $586-31.5% | $914-56.0% | $2,551-84.2% |
| Participant deferral / active EE | $1,756 | $1,171+49.9% | $1,790-1.9% | $4,139-57.6% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |