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 | $32,549 | $27,915+16.6% | $58,482-44.3% | $75,163-56.7% |
| Participation rate | 24.0% | 38.8%-14.8pp | 50.9%-26.9pp | 67.2%-43.2pp |
| Annual return | 27.45% | 44.20%-16.7pp | 4239.32%-4211.9pp | 160.62%-133.2pp |
| Employer contribution / active EE | $733 | $669+9.5% | $1,053-30.4% | $2,670-72.6% |
| Participant deferral / active EE | $2,610 | $1,201+117.3% | $1,924+35.7% | $4,125-36.7% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |