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 | $38,026 | $102,604-62.9% | $86,188-55.9% | $139,434-72.7% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 30.51% | 1922.51%-1892.0pp | 1168.45%-1137.9pp | 372.94%-342.4pp |
| Employer contribution / active EE | $1,731 | $3,032-42.9% | $2,380-27.3% | $4,751-63.6% |
| Participant deferral / active EE | $8,863 | $4,676+89.5% | $3,985+122.4% | $6,710+32.1% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |