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 | $21,987 | $29,660-25.9% | $56,411-61.0% | $80,856-72.8% |
| Participation rate | 5.6% | 41.6%-36.1pp | 52.5%-46.9pp | 67.6%-62.1pp |
| Annual return | 17.12% | 35.23%-18.1pp | 1701.33%-1684.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $432 | $1,226-64.7% | $1,952-77.9% | $4,296-89.9% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |