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 | $23,429 | $102,604-77.2% | $86,188-72.8% | $139,434-83.2% |
| Participation rate | 15.8% | 74.5%-58.7pp | 69.0%-53.2pp | 80.3%-64.5pp |
| Annual return | 62.69% | 1922.51%-1859.8pp | 1168.45%-1105.8pp | 372.94%-310.3pp |
| Employer contribution / active EE | $787 | $3,032-74.1% | $2,380-66.9% | $4,751-83.4% |
| Participant deferral / active EE | $1,616 | $4,676-65.4% | $3,985-59.5% | $6,710-75.9% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |