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 5-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 | $56,052 | $27,915+100.8% | $58,482-4.2% | $75,163-25.4% |
| Participation rate | 2.9% | 38.8%-36.0pp | 50.9%-48.0pp | 67.2%-64.3pp |
| Annual return | 34.57% | 44.20%-9.6pp | 4239.32%-4204.8pp | 160.62%-126.1pp |
| Employer contribution / active EE | $81 | $669-87.9% | $1,053-92.3% | $2,670-97.0% |
| Participant deferral / active EE | $643 | $1,201-46.5% | $1,924-66.6% | $4,125-84.4% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |