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 6-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 | $28,787 | $76,738-62.5% | $56,411-49.0% | $145,922-80.3% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 8.04% | 2994.23%-2986.2pp | 1701.33%-1693.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $702 | $1,380-49.1% | $1,039-32.4% | $4,660-84.9% |
| Participant deferral / active EE | $6,778 | $2,623+158.4% | $1,952+247.2% | $6,688+1.3% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |