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 | $33,415 | $27,641+20.9% | $61,373-45.6% | $68,494-51.2% |
| Participation rate | 17.9% | 39.5%-21.6pp | 52.6%-34.7pp | 67.9%-50.0pp |
| Annual return | 29.62% | -13.24%+42.9pp | 338.61%-309.0pp | -7.84%+37.5pp |
| Employer contribution / active EE | $499 | $695-28.3% | $1,159-57.0% | $2,596-80.8% |
| Participant deferral / active EE | $1,835 | $1,263+45.3% | $2,125-13.6% | $4,027-54.4% |
| Admin fee / account holder | $3 | $2,010-99.9% | $2,130-99.9% | $5,403-100.0% |