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 | $22,712 | $29,660-23.4% | $56,411-59.7% | $80,856-71.9% |
| Participation rate | 28.4% | 41.6%-13.3pp | 52.5%-24.1pp | 67.6%-39.3pp |
| Annual return | 60.87% | 35.23%+25.6pp | 1701.33%-1640.5pp | 35.59%+25.3pp |
| Employer contribution / active EE | $491 | $669-26.6% | $1,039-52.7% | $2,755-82.2% |
| Participant deferral / active EE | $1,351 | $1,226+10.2% | $1,952-30.8% | $4,296-68.6% |
| Admin fee / account holder | $128 | $2,428-94.7% | $2,829-95.5% | $6,918-98.1% |