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 | $33,797 | $27,915+21.1% | $58,482-42.2% | $75,163-55.0% |
| Participation rate | 26.8% | 38.8%-12.0pp | 50.9%-24.0pp | 67.2%-40.4pp |
| Annual return | 21.96% | 44.20%-22.2pp | 4239.32%-4217.4pp | 160.62%-138.7pp |
| Employer contribution / active EE | $464 | $669-30.6% | $1,053-55.9% | $2,670-82.6% |
| Participant deferral / active EE | $1,508 | $1,201+25.5% | $1,924-21.6% | $4,125-63.4% |
| Admin fee / account holder | $4 | $1,726-99.8% | $2,516-99.8% | $5,651-99.9% |