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 | $34,304 | $27,915+22.9% | $58,482-41.3% | $75,163-54.4% |
| Participation rate | 16.0% | 38.8%-22.8pp | 50.9%-34.9pp | 67.2%-51.2pp |
| Annual return | 20.26% | 44.20%-23.9pp | 4239.32%-4219.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $308 | $669-54.0% | $1,053-70.8% | $2,670-88.5% |
| Participant deferral / active EE | $2,962 | $1,201+146.5% | $1,924+53.9% | $4,125-28.2% |
| Admin fee / account holder | $288 | $1,726-83.3% | $2,516-88.6% | $5,651-94.9% |