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 | $51,687 | $27,915+85.2% | $58,482-11.6% | $75,163-31.2% |
| Participation rate | 8.5% | 38.8%-30.3pp | 50.9%-42.3pp | 67.2%-58.7pp |
| Annual return | 16.74% | 44.20%-27.5pp | 4239.32%-4222.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $384 | $669-42.6% | $1,053-63.5% | $2,670-85.6% |
| Participant deferral / active EE | $1,014 | $1,201-15.6% | $1,924-47.3% | $4,125-75.4% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |