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 8-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 | $66,914 | $32,117+108.3% | $71,086-5.9% | $64,186+4.3% |
| Participation rate | 21.7% | 42.7%-21.0pp | 54.7%-32.9pp | 69.6%-47.8pp |
| Annual return | 180.85% | -5.57%+186.4pp | 650.59%-469.7pp | 7.63%+173.2pp |
| Employer contribution / active EE | $1,235 | $712+73.4% | $1,088+13.5% | $2,381-48.1% |
| Participant deferral / active EE | $975 | $1,263-22.8% | $1,874-48.0% | $3,470-71.9% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |