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 | $31,913 | $27,915+14.3% | $58,482-45.4% | $75,163-57.5% |
| Participation rate | 8.7% | 38.8%-30.1pp | 50.9%-42.2pp | 67.2%-58.5pp |
| Annual return | 22.22% | 44.20%-22.0pp | 4239.32%-4217.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $280 | $669-58.1% | $1,053-73.4% | $2,670-89.5% |
| Participant deferral / active EE | $355 | $1,201-70.5% | $1,924-81.6% | $4,125-91.4% |
| Admin fee / account holder | $12 | $1,726-99.3% | $2,516-99.5% | $5,651-99.8% |