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 | $54,206 | $76,738-29.4% | $56,411-3.9% | $145,922-62.9% |
| Participation rate | 26.3% | 63.2%-36.9pp | 52.5%-26.2pp | 80.3%-54.0pp |
| Annual return | 16.52% | 2994.23%-2977.7pp | 1701.33%-1684.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $883 | $1,380-36.0% | $1,039-15.0% | $4,660-81.1% |
| Participant deferral / active EE | $3,822 | $2,623+45.7% | $1,952+95.8% | $6,688-42.9% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |