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 | $60,581 | $29,660+104.3% | $56,411+7.4% | $80,856-25.1% |
| Participation rate | 26.9% | 41.6%-14.7pp | 52.5%-25.5pp | 67.6%-40.7pp |
| Annual return | 53.87% | 35.23%+18.6pp | 1701.33%-1647.5pp | 35.59%+18.3pp |
| Employer contribution / active EE | $621 | $669-7.2% | $1,039-40.2% | $2,755-77.5% |
| Participant deferral / active EE | $2,200 | $1,226+79.5% | $1,952+12.7% | $4,296-48.8% |
| Admin fee / account holder | $3 | $2,428-99.9% | $2,829-99.9% | $6,918-100.0% |