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 7-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 | $68,138 | $34,308+98.6% | $74,701-8.8% | $72,985-6.6% |
| Participation rate | 7.8% | 42.4%-34.6pp | 54.5%-46.6pp | 69.5%-61.7pp |
| Annual return | 18.64% | 26.58%-7.9pp | 752.92%-734.3pp | 81.00%-62.4pp |
| Employer contribution / active EE | $401 | $692-42.1% | $1,084-63.0% | $2,440-83.6% |
| Participant deferral / active EE | $1,305 | $1,271+2.7% | $1,964-33.5% | $3,607-63.8% |
| Admin fee / account holder | $5 | $2,124-99.8% | $3,333-99.9% | $5,124-99.9% |