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 5-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 | $10,170 | $81,625-87.5% | $58,482-82.6% | $139,434-92.7% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 35.95% | 7404.20%-7368.2pp | 4239.32%-4203.4pp | 372.94%-337.0pp |
| Employer contribution / active EE | $745 | $1,398-46.7% | $1,053-29.2% | $4,751-84.3% |
| Participant deferral / active EE | $1,454 | $2,557-43.1% | $1,924-24.4% | $6,710-78.3% |
| Admin fee / account holder | $3 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |