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 5-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 | $14,982 | $81,625-81.6% | $58,482-74.4% | $139,434-89.3% |
| Participation rate | 6.7% | 61.3%-54.7pp | 50.9%-44.2pp | 80.3%-73.7pp |
| Annual return | 27.38% | 7404.20%-7376.8pp | 4239.32%-4211.9pp | 372.94%-345.6pp |
| Employer contribution / active EE | $2,762 | $1,398+97.5% | $1,053+162.2% | $4,751-41.9% |
| Participant deferral / active EE | $5,815 | $2,557+127.4% | $1,924+202.2% | $6,710-13.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |