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 | $34,134 | $27,915+22.3% | $58,482-41.6% | $75,163-54.6% |
| Participation rate | 52.2% | 38.8%+13.3pp | 50.9%+1.3pp | 67.2%-15.0pp |
| Annual return | 16.44% | 44.20%-27.8pp | 4239.32%-4222.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $829 | $669+23.9% | $1,053-21.3% | $2,670-69.0% |
| Participant deferral / active EE | $1,741 | $1,201+44.9% | $1,924-9.5% | $4,125-57.8% |
| Admin fee / account holder | $209 | $1,726-87.9% | $2,516-91.7% | $5,651-96.3% |