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 | $5,476 | $81,625-93.3% | $58,482-90.6% | $139,434-96.1% |
| Participation rate | 45.5% | 61.3%-15.9pp | 50.9%-5.4pp | 80.3%-34.9pp |
| Annual return | 22.71% | 7404.20%-7381.5pp | 4239.32%-4216.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $720 | $1,398-48.5% | $1,053-31.7% | $4,751-84.9% |
| Participant deferral / active EE | $720 | $2,557-71.9% | $1,924-62.6% | $6,710-89.3% |
| Admin fee / account holder | $234 | $3,265-92.8% | $2,516-90.7% | $11,403-98.0% |