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 | $33,769 | $76,738-56.0% | $56,411-40.1% | $145,922-76.9% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 13.67% | 2994.23%-2980.6pp | 1701.33%-1687.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $953 | $1,380-30.9% | $1,039-8.2% | $4,660-79.5% |
| Participant deferral / active EE | $2,261 | $2,623-13.8% | $1,952+15.8% | $6,688-66.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |