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 | $9,561 | $81,625-88.3% | $58,482-83.7% | $139,434-93.1% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 31.00% | 7404.20%-7373.2pp | 4239.32%-4208.3pp | 372.94%-341.9pp |
| Employer contribution / active EE | $602 | $1,398-57.0% | $1,053-42.9% | $4,751-87.3% |
| Participant deferral / active EE | $1,254 | $2,557-50.9% | $1,924-34.8% | $6,710-81.3% |
| Admin fee / account holder | $10 | $3,265-99.7% | $2,516-99.6% | $11,403-99.9% |