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 | $5,802 | $81,625-92.9% | $58,482-90.1% | $139,434-95.8% |
| Participation rate | 22.7% | 61.3%-38.6pp | 50.9%-28.1pp | 80.3%-57.6pp |
| Annual return | 14.46% | 7404.20%-7389.7pp | 4239.32%-4224.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $217 | $3,265-93.3% | $2,516-91.4% | $11,403-98.1% |