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 | $31,438 | $27,915+12.6% | $58,482-46.2% | $75,163-58.2% |
| Participation rate | 23.9% | 38.8%-14.9pp | 50.9%-26.9pp | 67.2%-43.3pp |
| Annual return | 20.96% | 44.20%-23.2pp | 4239.32%-4218.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $413 | $669-38.3% | $1,053-60.8% | $2,670-84.5% |
| Participant deferral / active EE | $1,003 | $1,201-16.5% | $1,924-47.9% | $4,125-75.7% |
| Admin fee / account holder | $152 | $1,726-91.2% | $2,516-94.0% | $5,651-97.3% |