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 | $39,275 | $39,019+0.7% | $80,716-51.3% | $85,850-54.3% |
| Participation rate | 27.6% | 41.5%-14.0pp | 54.2%-26.6pp | 69.3%-41.7pp |
| Annual return | 83.19% | 26.27%+56.9pp | 87.28%-4.1pp | 318.53%-235.3pp |
| Employer contribution / active EE | $501 | $722-30.6% | $1,160-56.8% | $2,565-80.5% |
| Participant deferral / active EE | $1,828 | $1,326+37.9% | $2,146-14.8% | $3,952-53.7% |
| Admin fee / account holder | $7 | $2,431-99.7% | $3,380-99.8% | $6,260-99.9% |