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 4-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 | $14,267 | $67,823-79.0% | $52,425-72.8% | $137,256-89.6% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 25.51% | 219.11%-193.6pp | 302.12%-276.6pp | 220.34%-194.8pp |
| Employer contribution / active EE | $467 | $1,163-59.9% | $914-49.0% | $4,156-88.8% |
| Participant deferral / active EE | $3,789 | $2,288+65.6% | $1,790+111.6% | $6,407-40.9% |
| Admin fee / account holder | $85 | $2,844-97.0% | $2,495-96.6% | $12,270-99.3% |