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 | $6,685 | $27,915-76.1% | $58,482-88.6% | $75,163-91.1% |
| Participation rate | 21.6% | 38.8%-17.2pp | 50.9%-29.2pp | 67.2%-45.6pp |
| Annual return | 25.99% | 44.20%-18.2pp | 4239.32%-4213.3pp | 160.62%-134.6pp |
| Employer contribution / active EE | $269 | $669-59.8% | $1,053-74.5% | $2,670-89.9% |
| Participant deferral / active EE | $675 | $1,201-43.8% | $1,924-64.9% | $4,125-83.6% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |