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 | $58,729 | $29,660+98.0% | $56,411+4.1% | $80,856-27.4% |
| Participation rate | 13.8% | 41.6%-27.9pp | 52.5%-38.7pp | 67.6%-53.8pp |
| Annual return | 14.47% | 35.23%-20.8pp | 1701.33%-1686.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $289 | $669-56.8% | $1,039-72.2% | $2,755-89.5% |
| Participant deferral / active EE | $1,015 | $1,226-17.2% | $1,952-48.0% | $4,296-76.4% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |