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 | $48,323 | $29,660+62.9% | $56,411-14.3% | $80,856-40.2% |
| Participation rate | 46.4% | 41.6%+4.8pp | 52.5%-6.0pp | 67.6%-21.2pp |
| Annual return | 24.34% | 35.23%-10.9pp | 1701.33%-1677.0pp | 35.59%-11.3pp |
| Employer contribution / active EE | $1,256 | $669+87.7% | $1,039+20.9% | $2,755-54.4% |
| Participant deferral / active EE | $2,834 | $1,226+131.1% | $1,952+45.2% | $4,296-34.0% |
| Admin fee / account holder | $2 | $2,428-99.9% | $2,829-99.9% | $6,918-100.0% |