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 3-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 | $49,797 | $76,738-35.1% | $56,411-11.7% | $145,922-65.9% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 36.60% | 2994.23%-2957.6pp | 1701.33%-1664.7pp | 561.29%-524.7pp |
| Employer contribution / active EE | $523 | $1,380-62.1% | $1,039-49.7% | $4,660-88.8% |
| Participant deferral / active EE | $5,944 | $2,623+126.7% | $1,952+204.6% | $6,688-11.1% |
| Admin fee / account holder | $114 | $3,334-96.6% | $2,829-96.0% | $13,397-99.2% |