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 8-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 | $57,024 | $72,400-21.2% | $67,502-15.5% | $145,922-60.9% |
| Participation rate | 47.6% | 76.9%-29.2pp | 72.9%-25.3pp | 80.3%-32.7pp |
| Annual return | 19.37% | 7182.46%-7163.1pp | 3512.12%-3492.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,131 | $3,069-63.1% | $2,731-58.6% | $4,660-75.7% |
| Participant deferral / active EE | $4,069 | $4,783-14.9% | $4,000+1.7% | $6,688-39.2% |
| Admin fee / account holder | $20 | $5,539-99.6% | $3,998-99.5% | $13,397-99.9% |