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 3-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 | $42,381 | $81,625-48.1% | $58,482-27.5% | $139,434-69.6% |
| Participation rate | 35.7% | 61.3%-25.6pp | 50.9%-15.1pp | 80.3%-44.6pp |
| Annual return | 548.27% | 7404.20%-6855.9pp | 4239.32%-3691.1pp | 372.94%+175.3pp |
| Employer contribution / active EE | $973 | $1,398-30.4% | $1,053-7.6% | $4,751-79.5% |
| Participant deferral / active EE | $3,454 | $2,557+35.1% | $1,924+79.5% | $6,710-48.5% |
| Admin fee / account holder | $91 | $3,265-97.2% | $2,516-96.4% | $11,403-99.2% |