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 4-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 | $32,604 | $29,660+9.9% | $56,411-42.2% | $80,856-59.7% |
| Participation rate | 5.3% | 41.6%-36.4pp | 52.5%-47.2pp | 67.6%-62.4pp |
| Annual return | 19.18% | 35.23%-16.0pp | 1701.33%-1682.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $146 | $669-78.1% | $1,039-85.9% | $2,755-94.7% |
| Participant deferral / active EE | $677 | $1,226-44.7% | $1,952-65.3% | $4,296-84.2% |
| Admin fee / account holder | $20 | $2,428-99.2% | $2,829-99.3% | $6,918-99.7% |