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 | $29,723 | $81,625-63.6% | $58,482-49.2% | $139,434-78.7% |
| Participation rate | 54.5% | 61.3%-6.8pp | 50.9%+3.7pp | 80.3%-25.8pp |
| Annual return | 95.87% | 7404.20%-7308.3pp | 4239.32%-4143.4pp | 372.94%-277.1pp |
| Employer contribution / active EE | $13,215 | $1,398+845.1% | $1,053+1154.6% | $4,751+178.2% |
| Participant deferral / active EE | $3,006 | $2,557+17.6% | $1,924+56.3% | $6,710-55.2% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |