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 | $6,737 | $27,915-75.9% | $58,482-88.5% | $75,163-91.0% |
| Participation rate | 41.0% | 38.8%+2.2pp | 50.9%-9.9pp | 67.2%-26.2pp |
| Annual return | 26.73% | 44.20%-17.5pp | 4239.32%-4212.6pp | 160.62%-133.9pp |
| Employer contribution / active EE | $567 | $669-15.3% | $1,053-46.2% | $2,670-78.8% |
| Participant deferral / active EE | $1,240 | $1,201+3.2% | $1,924-35.5% | $4,125-69.9% |
| Admin fee / account holder | $22 | $1,726-98.7% | $2,516-99.1% | $5,651-99.6% |