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 | $11,844 | $27,915-57.6% | $58,482-79.7% | $75,163-84.2% |
| Participation rate | 42.5% | 38.8%+3.7pp | 50.9%-8.4pp | 67.2%-24.7pp |
| Annual return | 26.28% | 44.20%-17.9pp | 4239.32%-4213.0pp | 160.62%-134.3pp |
| Employer contribution / active EE | $595 | $669-11.1% | $1,053-43.5% | $2,670-77.7% |
| Participant deferral / active EE | $1,623 | $1,201+35.1% | $1,924-15.7% | $4,125-60.7% |
| Admin fee / account holder | $2 | $1,726-99.9% | $2,516-99.9% | $5,651-100.0% |