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 | $40,295 | $22,587+78.4% | $65,255-38.3% | $75,163-46.4% |
| Participation rate | 15.8% | 63.1%-47.3pp | 65.0%-49.2pp | 67.2%-51.4pp |
| Annual return | 22.65% | 71.03%-48.4pp | 47.35%-24.7pp | 160.62%-138.0pp |
| Employer contribution / active EE | $369 | $941-60.8% | $1,691-78.2% | $2,670-86.2% |
| Participant deferral / active EE | $1,793 | $1,695+5.8% | $2,831-36.6% | $4,125-56.5% |
| Admin fee / account holder | $15 | $1,876-99.2% | $4,112-99.6% | $5,651-99.7% |