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 | $41,367 | $29,660+39.5% | $56,411-26.7% | $80,856-48.8% |
| Participation rate | 17.6% | 41.6%-24.0pp | 52.5%-34.8pp | 67.6%-50.0pp |
| Annual return | 313.47% | 35.23%+278.2pp | 1701.33%-1387.9pp | 35.59%+277.9pp |
| Employer contribution / active EE | $319 | $669-52.3% | $1,039-69.3% | $2,755-88.4% |
| Participant deferral / active EE | $1,241 | $1,226+1.3% | $1,952-36.4% | $4,296-71.1% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |