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 8-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 | $37,691 | $108,642-65.3% | $74,701-49.5% | $152,861-75.3% |
| Participation rate | 18.8% | 65.3%-46.6pp | 54.5%-35.7pp | 82.4%-63.7pp |
| Annual return | 364.55% | 114.06%+250.5pp | 752.92%-388.4pp | 345.32%+19.2pp |
| Employer contribution / active EE | $63 | $1,503-95.8% | $1,084-94.2% | $4,762-98.7% |
| Participant deferral / active EE | $4,375 | $2,712+61.3% | $1,964+122.8% | $5,850-25.2% |
| Admin fee / account holder | $20 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |