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 | $34,322 | $29,660+15.7% | $56,411-39.2% | $80,856-57.6% |
| Participation rate | 21.2% | 41.6%-20.5pp | 52.5%-31.3pp | 67.6%-46.5pp |
| Annual return | 11.63% | 35.23%-23.6pp | 1701.33%-1689.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $239 | $669-64.2% | $1,039-77.0% | $2,755-91.3% |
| Participant deferral / active EE | $1,245 | $1,226+1.6% | $1,952-36.2% | $4,296-71.0% |
| Admin fee / account holder | $50 | $2,428-97.9% | $2,829-98.2% | $6,918-99.3% |