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 | $64,268 | $102,604-37.4% | $86,188-25.4% | $139,434-53.9% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.0%-27.8pp | 80.3%-39.1pp |
| Annual return | 29.78% | 1922.51%-1892.7pp | 1168.45%-1138.7pp | 372.94%-343.2pp |
| Employer contribution / active EE | $1,613 | $3,032-46.8% | $2,380-32.2% | $4,751-66.0% |
| Participant deferral / active EE | $6,774 | $4,676+44.9% | $3,985+70.0% | $6,710+0.9% |
| Admin fee / account holder | $18 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |