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 | $42,289 | $92,703-54.4% | $82,719-48.9% | $134,475-68.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | 776.71% | 944.92%-168.2pp | 701.18%+75.5pp | 417.96%+358.7pp |
| Employer contribution / active EE | $377 | $3,274-88.5% | $3,009-87.5% | $4,740-92.0% |
| Participant deferral / active EE | $7,063 | $4,802+47.1% | $4,395+60.7% | $6,400+10.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |