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 5-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 | $27,984 | $27,915+0.2% | $58,482-52.1% | $75,163-62.8% |
| Participation rate | 13.2% | 38.8%-25.7pp | 50.9%-37.7pp | 67.2%-54.0pp |
| Annual return | 31.12% | 44.20%-13.1pp | 4239.32%-4208.2pp | 160.62%-129.5pp |
| Employer contribution / active EE | $284 | $669-57.5% | $1,053-73.0% | $2,670-89.3% |
| Participant deferral / active EE | $1,046 | $1,201-12.9% | $1,924-45.6% | $4,125-74.6% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |