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 | $6,579 | $76,738-91.4% | $56,411-88.3% | $145,922-95.5% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.0pp | 80.3%-34.8pp |
| Annual return | 31.04% | 2994.23%-2963.2pp | 1701.33%-1670.3pp | 561.29%-530.2pp |
| Employer contribution / active EE | $483 | $1,380-65.0% | $1,039-53.5% | $4,660-89.6% |
| Participant deferral / active EE | $1,865 | $2,623-28.9% | $1,952-4.4% | $6,688-72.1% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |