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 7-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 | $50,295 | $37,426+34.4% | $77,482-35.1% | $79,858-37.0% |
| Participation rate | 7.4% | 41.5%-34.1pp | 54.2%-46.8pp | 69.6%-62.2pp |
| Annual return | 92.04% | 39.70%+52.3pp | 54.79%+37.3pp | 31.71%+60.3pp |
| Employer contribution / active EE | $197 | $637-69.0% | $986-80.0% | $2,471-92.0% |
| Participant deferral / active EE | $1,926 | $1,260+52.9% | $1,861+3.5% | $3,740-48.5% |
| Admin fee / account holder | $20 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |