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 9-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 | $41,350 | $29,660+39.4% | $56,411-26.7% | $80,856-48.9% |
| Participation rate | 63.5% | 41.6%+21.9pp | 52.5%+11.0pp | 67.6%-4.1pp |
| Annual return | 13.19% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $863 | $669+28.9% | $1,039-16.9% | $2,755-68.7% |
| Participant deferral / active EE | $2,568 | $1,226+109.5% | $1,952+31.6% | $4,296-40.2% |
| Admin fee / account holder | $46 | $2,428-98.1% | $2,829-98.4% | $6,918-99.3% |