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 | $56,075 | $30,400+84.5% | $53,898+4.0% | $84,808-33.9% |
| Participation rate | 22.2% | 46.4%-24.2pp | 55.0%-32.7pp | 68.3%-46.1pp |
| Annual return | 41.45% | 500.19%-458.7pp | 528.60%-487.2pp | 40.90%+0.6pp |
| Employer contribution / active EE | $386 | $603-36.0% | $932-58.6% | $2,631-85.3% |
| Participant deferral / active EE | $1,725 | $1,199+43.9% | $1,826-5.5% | $4,212-59.0% |
| Admin fee / account holder | $20 | $1,993-99.0% | $2,491-99.2% | $7,344-99.7% |