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 | $44,605 | $27,915+59.8% | $58,482-23.7% | $75,163-40.7% |
| Participation rate | 17.6% | 38.8%-21.2pp | 50.9%-33.2pp | 67.2%-49.5pp |
| Annual return | 21.44% | 44.20%-22.8pp | 4239.32%-4217.9pp | 160.62%-139.2pp |
| Employer contribution / active EE | $429 | $669-35.9% | $1,053-59.3% | $2,670-83.9% |
| Participant deferral / active EE | $1,594 | $1,201+32.7% | $1,924-17.1% | $4,125-61.4% |
| Admin fee / account holder | $3 | $1,726-99.9% | $2,516-99.9% | $5,651-100.0% |