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 7-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 | $62,199 | $37,426+66.2% | $77,482-19.7% | $79,858-22.1% |
| Participation rate | 3.3% | 41.5%-38.2pp | 54.2%-50.9pp | 69.6%-66.3pp |
| Annual return | 23.03% | 39.70%-16.7pp | 54.79%-31.8pp | 31.71%-8.7pp |
| Employer contribution / active EE | $120 | $637-81.1% | $986-87.8% | $2,471-95.1% |
| Participant deferral / active EE | $867 | $1,260-31.2% | $1,861-53.4% | $3,740-76.8% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |