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 | $12,476 | $27,915-55.3% | $58,482-78.7% | $75,163-83.4% |
| Participation rate | 14.7% | 38.8%-24.1pp | 50.9%-36.1pp | 67.2%-52.5pp |
| Annual return | 65.39% | 44.20%+21.2pp | 4239.32%-4173.9pp | 160.62%-95.2pp |
| Employer contribution / active EE | $355 | $669-46.9% | $1,053-66.3% | $2,670-86.7% |
| Participant deferral / active EE | $507 | $1,201-57.8% | $1,924-73.7% | $4,125-87.7% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |