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 | $11,799 | $27,915-57.7% | $58,482-79.8% | $75,163-84.3% |
| Participation rate | 11.8% | 38.8%-27.1pp | 50.9%-39.1pp | 67.2%-55.4pp |
| Annual return | 48.70% | 44.20%+4.5pp | 4239.32%-4190.6pp | 160.62%-111.9pp |
| Employer contribution / active EE | $280 | $669-58.1% | $1,053-73.4% | $2,670-89.5% |
| Participant deferral / active EE | $613 | $1,201-49.0% | $1,924-68.1% | $4,125-85.1% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |