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 6-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 | $13,599 | $81,625-83.3% | $58,482-76.7% | $139,434-90.2% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 44.66% | 7404.20%-7359.5pp | 4239.32%-4194.7pp | 372.94%-328.3pp |
| Employer contribution / active EE | $458 | $1,398-67.3% | $1,053-56.5% | $4,751-90.4% |
| Participant deferral / active EE | $540 | $2,557-78.9% | $1,924-71.9% | $6,710-92.0% |
| Admin fee / account holder | $111 | $3,265-96.6% | $2,516-95.6% | $11,403-99.0% |